-30.0%
IBIT vs BDX
+48.3%
-78.2%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.1% | -4.6% | -3.6% |
| 7D | -9.2% | +2.9% | -12.1% | -9.3% |
| 30D | -15.8% | +15.4% | -31.2% | -16.4% |
| 3M | +8.5% | +20.5% | -12.0% | +7.5% |
| 6M | -13.7% | +53.2% | -66.9% | -14.7% |
| YTD | -21.6% | +45.7% | -67.3% | -22.2% |
| 1Y | -30.0% | +47.3% | -77.2% | -30.3% |
| All | -30.0% | +48.3% | -78.2% | -30.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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