-30.0%
IBIT vs BB
+99.6%
-129.5%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.4% | -1.1% | -3.2% |
| 7D | -9.2% | +1.8% | -11.0% | -9.4% |
| 30D | -15.8% | +8.1% | -23.9% | -16.4% |
| 3M | +8.5% | -1.0% | +9.5% | +8.3% |
| 6M | -13.7% | +45.9% | -59.6% | -19.0% |
| YTD | -21.6% | +134.8% | -156.4% | -37.5% |
| 1Y | -30.0% | +104.6% | -134.5% | -43.3% |
| All | -30.0% | +99.6% | -129.5% | -43.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling