+66.3%
IBIT vs BBY
+31.0%
+35.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.5% | +1.2% | 0.0% |
| 7D | +1.1% | +1.2% | 0.0% | +0.9% |
| 30D | +22.2% | +6.8% | +15.5% | +20.4% |
| 3M | +26.0% | +18.7% | +7.3% | +21.4% |
| 6M | +13.2% | +37.3% | -24.1% | +5.4% |
| YTD | -10.8% | +35.3% | -46.1% | -16.8% |
| 1Y | -29.9% | +20.7% | -50.6% | -32.9% |
| All | +66.3% | +31.0% | +35.3% | +44.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling