-25.1%
IBIT vs BIL
+3.0%
-28.2%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.4% | -0.4% |
| 7D | -1.1% | -0.3% | -0.8% | -0.6% |
| 30D | -9.2% | 0.0% | -9.2% | -9.8% |
| 3M | +17.5% | +0.3% | +17.2% | +4.2% |
| 6M | -7.2% | +1.2% | -8.4% | -38.6% |
| YTD | -13.6% | +2.5% | -16.1% | -68.4% |
| 1Y | -25.1% | +3.0% | -28.2% | -78.5% |
| All | -25.1% | +3.0% | -28.2% | -78.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling