+58.6%
IBIT vs BAX
-31.3%
+90.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.4% |
| 7D | -6.8% | -0.6% | -6.2% | -6.8% |
| 30D | -9.9% | +6.3% | -16.2% | -10.4% |
| 3M | +17.5% | -4.6% | +22.1% | +17.9% |
| 6M | -9.1% | +50.4% | -59.5% | -12.6% |
| YTD | -14.9% | +38.0% | -53.0% | -18.0% |
| 1Y | -27.6% | +44.6% | -72.2% | -30.7% |
| All | +58.6% | -31.3% | +90.0% | +62.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 10y: compounded portfolio wealth divided by compounded BAX 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…
10y analysis · Full analysis span regression · 6 months rolling