+66.7%
IBIT vs BEN
+38.1%
+28.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.2% | -1.6% | -1.8% |
| 7D | +1.4% | +4.7% | -3.2% | -0.7% |
| 30D | +20.6% | +2.6% | +18.0% | +19.2% |
| 3M | +23.7% | +11.5% | +12.2% | +17.5% |
| 6M | +15.0% | +35.3% | -20.3% | -0.9% |
| YTD | -10.6% | +48.6% | -59.2% | -26.1% |
| 1Y | -30.3% | +46.7% | -77.0% | -42.2% |
| All | +66.7% | +38.1% | +28.6% | +43.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 10y: compounded portfolio wealth divided by compounded BEN 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…
10y analysis · Full analysis span regression · 6 months rolling