+66.7%
IBIT vs BIDU
-20.9%
+87.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -7.0% | +5.1% | -0.5% |
| 7D | +1.4% | -2.4% | +3.9% | +1.9% |
| 30D | +20.6% | -15.6% | +36.3% | +24.3% |
| 3M | +23.7% | -22.3% | +46.0% | +29.2% |
| 6M | +15.0% | -22.3% | +37.3% | +19.1% |
| YTD | -10.6% | -29.2% | +18.6% | -5.6% |
| 1Y | -30.3% | -14.8% | -15.5% | -29.2% |
| All | +66.7% | -20.9% | +87.6% | +62.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling