+69.8%
IBIT vs BEN
+38.4%
+31.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +3.5% | -5.9% | -4.0% |
| 7D | +3.0% | +0.2% | +2.8% | +2.8% |
| 30D | +23.1% | -0.5% | +23.7% | +23.3% |
| 3M | +25.6% | +9.7% | +15.8% | +20.2% |
| 6M | +9.1% | +33.9% | -24.8% | -5.4% |
| YTD | -8.9% | +49.0% | -57.9% | -24.8% |
| 1Y | -27.5% | +42.1% | -69.6% | -39.0% |
| All | +69.8% | +38.4% | +31.4% | +46.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling