+66.7%
IBIT vs BAX
-35.2%
+101.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.8% | +1.9% | -1.5% |
| 7D | +1.4% | -2.4% | +3.9% | +1.7% |
| 30D | +20.6% | -9.7% | +30.4% | +21.7% |
| 3M | +23.7% | +29.3% | -5.6% | +20.8% |
| 6M | +15.0% | +40.7% | -25.7% | +11.1% |
| YTD | -10.6% | +30.3% | -40.9% | -13.3% |
| 1Y | -30.3% | +3.4% | -33.7% | -30.8% |
| All | +66.7% | -35.2% | +101.9% | +71.7% |
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