+58.9%
IBIT vs BHP
+45.8%
+13.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +3.7% | -5.0% | -2.9% |
| 7D | -2.4% | +3.5% | -5.9% | -3.8% |
| 30D | -9.1% | -4.5% | -4.6% | -7.4% |
| 3M | +15.0% | -6.4% | +21.4% | +18.0% |
| 6M | -6.9% | -0.1% | -6.8% | -7.5% |
| YTD | -14.8% | +43.0% | -57.8% | -27.0% |
| 1Y | -28.1% | +56.5% | -84.6% | -40.6% |
| All | +58.9% | +45.8% | +13.2% | +28.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling