-30.0%
IBIT vs BBY
+41.6%
-71.6%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.6% | -4.2% | -3.6% |
| 7D | -9.2% | +4.5% | -13.6% | -9.4% |
| 30D | -15.8% | +16.8% | -32.6% | -16.2% |
| 3M | +8.5% | +23.2% | -14.7% | +7.7% |
| 6M | -13.7% | +91.9% | -105.6% | -14.5% |
| YTD | -21.6% | +61.6% | -83.2% | -21.4% |
| 1Y | -30.0% | +43.9% | -73.8% | -31.0% |
| All | -30.0% | +41.6% | -71.6% | -31.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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