-28.6%
IBIT vs BHP
+51.7%
-80.3%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.1% | +0.6% | -0.5% |
| 7D | -5.4% | +3.8% | -9.2% | -7.1% |
| 30D | -10.5% | -6.5% | -4.0% | -7.7% |
| 3M | +15.0% | -8.5% | +23.6% | +19.6% |
| 6M | -8.3% | -2.2% | -6.1% | -8.5% |
| YTD | -16.1% | +40.0% | -56.1% | -33.1% |
| All | -28.6% | +51.7% | -80.3% | -46.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling