-30.3%
IBIT vs BAH
-27.4%
-2.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -0.9% | -1.8% |
| 7D | +1.4% | -4.3% | +5.8% | +1.8% |
| 30D | +20.6% | -4.5% | +25.1% | +21.0% |
| 3M | +23.7% | -7.6% | +31.3% | +24.7% |
| 6M | +15.0% | -10.6% | +25.6% | +16.4% |
| YTD | -10.6% | -12.6% | +2.0% | -9.1% |
| 1Y | -30.3% | -27.0% | -3.3% | -25.8% |
| All | -30.3% | -27.4% | -2.9% | -25.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 BAH 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