-29.9%
IBIT vs BHP
+77.6%
-107.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.5% | -0.4% |
| 7D | +1.1% | +0.9% | +0.3% | +0.7% |
| 30D | +22.2% | +4.0% | +18.2% | +20.0% |
| 3M | +26.0% | +11.3% | +14.8% | +19.3% |
| 6M | +13.2% | +29.3% | -16.1% | -1.6% |
| YTD | -10.8% | +59.2% | -70.0% | -30.5% |
| 1Y | -29.9% | +80.8% | -110.8% | -47.0% |
| All | -29.9% | +77.6% | -107.6% | -47.0% |
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