+69.8%
IBIT vs BHP
+59.1%
+10.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.3% | -2.1% | -2.3% |
| 7D | +3.0% | -2.9% | +5.9% | +4.3% |
| 30D | +23.1% | +3.4% | +19.7% | +21.5% |
| 3M | +25.6% | +4.1% | +21.5% | +23.2% |
| 6M | +9.1% | +20.6% | -11.4% | +0.2% |
| YTD | -8.9% | +56.1% | -65.0% | -24.6% |
| 1Y | -27.5% | +69.6% | -97.1% | -41.9% |
| All | +69.8% | +59.1% | +10.8% | +32.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling