+46.2%
IBIT vs BIL
+12.8%
+33.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | 0.0% | -3.6% | -4.0% |
| 7D | -9.2% | +0.1% | -9.3% | -10.1% |
| 30D | -15.8% | +0.3% | -16.1% | -19.7% |
| 3M | +8.5% | +1.0% | +7.6% | -4.6% |
| 6M | -13.7% | +1.9% | -15.6% | -33.7% |
| YTD | -21.6% | +3.2% | -24.7% | -49.9% |
| 1Y | -30.0% | +3.7% | -33.7% | -57.5% |
| All | +46.2% | +12.8% | +33.4% | -52.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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