+64.4%
IBIT vs BBIO
+84.1%
-19.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.2% |
| 7D | -3.2% | -3.2% | 0.0% | -2.7% |
| 30D | +22.0% | -13.6% | +35.6% | +25.1% |
| 3M | +21.4% | +7.2% | +14.2% | +19.4% |
| 6M | +9.2% | +1.5% | +7.8% | +8.1% |
| YTD | -11.8% | -5.3% | -6.5% | -12.0% |
| 1Y | -32.7% | +37.7% | -70.4% | -36.9% |
| All | +64.4% | +84.1% | -19.8% | +44.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 5y: compounded portfolio wealth divided by compounded BBIO 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…
5y analysis · Full analysis span regression · 6 months rolling