+64.0%
IBIT vs BIDU
-22.6%
+86.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.6% | +0.2% | -1.1% |
| 7D | -5.8% | -5.2% | -0.5% | -4.9% |
| 30D | +21.5% | -14.5% | +36.0% | +24.9% |
| 3M | +24.5% | -22.9% | +47.4% | +30.2% |
| 6M | +10.0% | -27.8% | +37.8% | +15.7% |
| YTD | -12.0% | -30.7% | +18.6% | -6.7% |
| 1Y | -32.3% | -15.8% | -16.5% | -31.0% |
| All | +64.0% | -22.6% | +86.6% | +60.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 10y: compounded portfolio wealth divided by compounded BIDU 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…
10y analysis · Full analysis span regression · 6 months rolling