+66.3%
IBIT vs BMRN
-32.3%
+98.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BMRN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.2% |
| 7D | +1.1% | -3.8% | +5.0% | +1.9% |
| 30D | +22.2% | -6.5% | +28.7% | +23.8% |
| 3M | +26.0% | +11.2% | +14.8% | +22.7% |
| 6M | +13.2% | +5.8% | +7.4% | +11.2% |
| YTD | -10.8% | +8.4% | -19.2% | -13.1% |
| 1Y | -29.9% | +15.7% | -45.6% | -33.3% |
| All | +66.3% | -32.3% | +98.6% | +83.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BMRN.
Daily Out/Under-Performance
Portfolio return minus BMRN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BMRN 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 BMRN 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