+51.6%
IBIT vs BG
+14.5%
+37.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.3% | -4.2% | -4.4% |
| 7D | -6.2% | +1.5% | -7.7% | -6.3% |
| 30D | -14.4% | -7.0% | -7.3% | -13.9% |
| 3M | +12.5% | -10.0% | +22.4% | +12.8% |
| 6M | -11.9% | -19.8% | +7.9% | -10.4% |
| YTD | -18.7% | +14.3% | -33.0% | -22.7% |
| 1Y | -29.9% | +6.5% | -36.4% | -32.5% |
| All | +51.6% | +14.5% | +37.1% | +45.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BG.
Daily Out/Under-Performance
Portfolio return minus BG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BG 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 BG 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