+56.5%
IBIT vs BIDU
-31.9%
+88.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.6% | +0.1% | -1.2% |
| 7D | -5.4% | +3.6% | -8.9% | -6.0% |
| 30D | -10.5% | -6.6% | -3.9% | -9.2% |
| 3M | +15.0% | -27.2% | +42.2% | +22.0% |
| 6M | -8.3% | -43.5% | +35.2% | +1.8% |
| YTD | -16.1% | -39.0% | +22.9% | -8.7% |
| 1Y | -30.8% | -39.8% | +9.0% | -24.7% |
| All | +56.5% | -31.9% | +88.4% | +57.1% |
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