+66.3%
IBIT vs BDX
+1.7%
+64.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.0% | -1.2% | -0.3% |
| 7D | +1.1% | -3.6% | +4.7% | +1.6% |
| 30D | +22.2% | +0.7% | +21.6% | +22.2% |
| 3M | +26.0% | +19.0% | +7.1% | +23.6% |
| 6M | +13.2% | +10.8% | +2.4% | +12.3% |
| YTD | -10.8% | +20.1% | -30.9% | -12.8% |
| 1Y | -29.9% | +23.1% | -53.0% | -31.8% |
| All | +66.3% | +1.7% | +64.6% | +61.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling