+69.8%
IBIT vs BBY
+34.3%
+35.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +3.2% | -5.6% | -3.0% |
| 7D | +3.0% | +9.5% | -6.5% | +1.2% |
| 30D | +23.1% | +6.8% | +16.3% | +21.3% |
| 3M | +25.6% | +28.9% | -3.3% | +19.0% |
| 6M | +9.1% | +37.8% | -28.7% | +1.7% |
| YTD | -8.9% | +38.7% | -47.7% | -15.4% |
| 1Y | -27.5% | +23.7% | -51.2% | -30.8% |
| All | +69.8% | +34.3% | +35.5% | +46.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling