+61.6%
IBIT vs B
+146.6%
-85.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +0.5% | -5.6% | -5.2% |
| 7D | -5.9% | +4.3% | -10.2% | -6.9% |
| 30D | -11.3% | -0.9% | -10.3% | -11.2% |
| 3M | +17.1% | -1.4% | +18.5% | +17.4% |
| 6M | -7.0% | +5.0% | -12.0% | -8.4% |
| YTD | -13.3% | -5.8% | -7.5% | -12.9% |
| 1Y | -27.0% | +25.6% | -52.6% | -30.1% |
| All | +61.6% | +146.6% | -85.1% | +28.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling