+69.8%
IBIT vs BB
+126.5%
-56.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | 0.0% | -2.4% | -2.4% |
| 7D | +3.0% | -5.6% | +8.7% | +4.0% |
| 30D | +23.1% | -11.8% | +34.9% | +25.3% |
| 3M | +25.6% | -25.5% | +51.1% | +30.1% |
| 6M | +9.1% | +121.3% | -112.1% | -10.6% |
| YTD | -8.9% | +103.2% | -112.1% | -24.0% |
| 1Y | -27.5% | +102.6% | -130.1% | -39.8% |
| All | +69.8% | +126.5% | -56.6% | +24.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling