+51.6%
IBIT vs BHP
+41.6%
+9.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.9% | -2.6% | -3.7% |
| 7D | -6.2% | +2.5% | -8.7% | -7.2% |
| 30D | -14.4% | -5.2% | -9.1% | -12.5% |
| 3M | +12.5% | -8.7% | +21.2% | +16.6% |
| 6M | -11.9% | -6.9% | -5.0% | -9.8% |
| YTD | -18.7% | +39.0% | -57.7% | -29.5% |
| 1Y | -29.9% | +48.9% | -78.9% | -40.9% |
| All | +51.6% | +41.6% | +9.9% | +24.1% |
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