+46.2%
IBIT vs BAH
-27.9%
+74.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.3% | -3.3% | -3.5% |
| 7D | -9.2% | +1.7% | -10.9% | -9.3% |
| 30D | -15.8% | +20.8% | -36.6% | -17.4% |
| 3M | +8.5% | +11.6% | -3.0% | +7.2% |
| 6M | -13.7% | +23.1% | -36.8% | -15.9% |
| YTD | -21.6% | +5.3% | -26.8% | -22.1% |
| 1Y | -30.0% | +6.1% | -36.1% | -30.6% |
| All | +46.2% | -27.9% | +74.1% | +41.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling