+66.3%
IBIT vs BHP
+62.3%
+4.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.5% | -0.3% |
| 7D | +1.1% | +0.9% | +0.3% | +0.7% |
| 30D | +22.2% | +4.0% | +18.2% | +20.3% |
| 3M | +26.0% | +11.3% | +14.8% | +20.3% |
| 6M | +13.2% | +29.3% | -16.1% | +0.9% |
| YTD | -10.8% | +59.2% | -70.0% | -26.8% |
| 1Y | -29.9% | +80.8% | -110.8% | -45.3% |
| All | +66.3% | +62.3% | +4.0% | +28.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 10y: compounded portfolio wealth divided by compounded BHP 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…
10y analysis · Full analysis span regression · 6 months rolling