-25.1%
IBIT vs B
+25.9%
-51.0%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.9% | -0.5% |
| 7D | -1.1% | +9.6% | -10.7% | -4.3% |
| 30D | -9.2% | +3.5% | -12.7% | -10.4% |
| 3M | +17.5% | -1.6% | +19.1% | +17.9% |
| 6M | -7.2% | -1.7% | -5.5% | -7.6% |
| YTD | -13.6% | -5.3% | -8.3% | -14.1% |
| 1Y | -25.1% | +27.2% | -52.3% | -32.6% |
| All | -25.1% | +25.9% | -51.0% | -32.6% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded B wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling