+61.0%
IBIT vs BEN
+35.8%
+25.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.7% | -5.1% | -2.6% |
| 7D | -1.1% | +6.6% | -7.7% | -4.1% |
| 30D | -9.2% | +3.8% | -13.0% | -10.8% |
| 3M | +17.5% | +0.2% | +17.3% | +17.3% |
| 6M | -7.2% | +10.4% | -17.6% | -11.6% |
| YTD | -13.6% | +46.2% | -59.8% | -28.1% |
| 1Y | -25.1% | +52.3% | -77.4% | -39.0% |
| All | +61.0% | +35.8% | +25.2% | +39.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling