+46.2%
IBIT vs BDX
+23.3%
+22.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.1% | -4.6% | -3.6% |
| 7D | -9.2% | +2.9% | -12.1% | -9.5% |
| 30D | -15.8% | +15.4% | -31.2% | -17.2% |
| 3M | +8.5% | +20.5% | -12.0% | +6.1% |
| 6M | -13.7% | +53.2% | -66.9% | -18.1% |
| YTD | -21.6% | +45.7% | -67.3% | -25.1% |
| 1Y | -30.0% | +47.3% | -77.2% | -33.3% |
| All | +46.2% | +23.3% | +22.9% | +38.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling