+61.0%
IBIT vs BAX
-32.8%
+93.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.9% | -0.4% |
| 7D | -1.1% | +12.1% | -13.2% | -2.1% |
| 30D | -9.2% | +7.6% | -16.8% | -9.8% |
| 3M | +17.5% | -4.5% | +22.0% | +17.9% |
| 6M | -7.2% | +52.0% | -59.2% | -10.9% |
| YTD | -13.6% | +35.1% | -48.8% | -16.6% |
| 1Y | -25.1% | +43.7% | -68.8% | -28.3% |
| All | +61.0% | -32.8% | +93.8% | +65.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling