+66.7%
IBIT vs BB
+131.5%
-64.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.2% | -4.1% | -2.2% |
| 7D | +1.4% | +0.5% | +0.9% | +1.3% |
| 30D | +20.6% | -12.4% | +33.0% | +22.9% |
| 3M | +23.7% | -15.3% | +39.0% | +25.3% |
| 6M | +15.0% | +128.8% | -113.8% | -6.4% |
| YTD | -10.6% | +107.7% | -118.2% | -25.7% |
| 1Y | -30.3% | +103.9% | -134.2% | -42.2% |
| All | +66.7% | +131.5% | -64.8% | +21.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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