+51.6%
IBIT vs BEN
+44.4%
+7.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.2% | -3.2% | -3.9% |
| 7D | -6.2% | +11.3% | -17.5% | -11.0% |
| 30D | -14.4% | +15.0% | -29.4% | -19.9% |
| 3M | +12.5% | +7.8% | +4.6% | +8.3% |
| 6M | -11.9% | +15.5% | -27.4% | -17.9% |
| YTD | -18.7% | +55.4% | -74.1% | -34.3% |
| 1Y | -29.9% | +63.3% | -93.2% | -44.7% |
| All | +51.6% | +44.4% | +7.2% | +27.7% |
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