+46.2%
IBIT vs BEN
+45.0%
+1.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.4% | -4.0% | -3.7% |
| 7D | -9.2% | +6.8% | -16.0% | -12.0% |
| 30D | -15.8% | +18.0% | -33.8% | -22.1% |
| 3M | +8.5% | +7.5% | +1.1% | +4.7% |
| 6M | -13.7% | +14.7% | -28.4% | -19.4% |
| YTD | -21.6% | +56.1% | -77.7% | -36.8% |
| 1Y | -30.0% | +69.6% | -99.5% | -45.7% |
| All | +46.2% | +45.0% | +1.2% | +22.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling