-32.3%
IBIT vs BDX
+21.5%
-53.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.9% | +0.5% | -1.2% |
| 7D | -5.8% | -5.4% | -0.3% | -5.4% |
| 30D | +21.5% | -2.2% | +23.7% | +21.8% |
| 3M | +24.5% | +20.1% | +4.4% | +24.2% |
| 6M | +10.0% | +9.1% | +0.9% | +11.7% |
| YTD | -12.0% | +17.9% | -29.9% | -12.4% |
| 1Y | -32.3% | +22.1% | -54.4% | -31.7% |
| All | -32.3% | +21.5% | -53.9% | -31.7% |
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