+64.4%
IBIT vs BITO
+38.4%
+26.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BITO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -3.2% | -3.4% | +0.2% | +0.2% |
| 30D | +22.0% | +21.4% | +0.5% | +0.5% |
| 3M | +21.4% | +20.5% | +0.9% | +0.9% |
| 6M | +9.2% | +7.4% | +1.9% | +1.8% |
| YTD | -11.8% | -13.9% | +2.0% | +2.4% |
| 1Y | -32.7% | -35.1% | +2.4% | +3.4% |
| All | +64.4% | +38.4% | +26.0% | +14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BITO.
Daily Out/Under-Performance
Portfolio return minus BITO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BITO 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 BITO 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