+66.7%
IBIT vs BITO
+40.7%
+26.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BITO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.9% | 0.0% | 0.0% |
| 7D | +1.4% | +1.5% | -0.1% | -0.1% |
| 30D | +20.6% | +20.0% | +0.6% | +0.6% |
| 3M | +23.7% | +22.8% | +0.9% | +0.9% |
| 6M | +15.0% | +13.1% | +1.9% | +1.8% |
| YTD | -10.6% | -12.5% | +1.9% | +2.2% |
| 1Y | -30.3% | -32.6% | +2.3% | +3.1% |
| All | +66.7% | +40.7% | +26.0% | +14.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling