+66.7%
IBIT vs BG
+41.9%
+24.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +4.4% | -6.2% | -2.3% |
| 7D | +1.4% | +2.4% | -0.9% | +1.2% |
| 30D | +20.6% | +15.0% | +5.6% | +18.6% |
| 3M | +23.7% | -0.7% | +24.3% | +23.8% |
| 6M | +15.0% | +7.5% | +7.5% | +13.2% |
| YTD | -10.6% | +41.6% | -52.2% | -16.3% |
| 1Y | -30.3% | +50.7% | -81.0% | -35.8% |
| All | +66.7% | +41.9% | +24.8% | +57.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling