-30.8%
IBIT vs BMY
+40.5%
-71.3%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.1% | -2.6% | -1.6% |
| 7D | -5.4% | +1.8% | -7.1% | -5.4% |
| 30D | -10.5% | +6.2% | -16.7% | -10.7% |
| 3M | +15.0% | -2.1% | +17.2% | +15.5% |
| 6M | -8.3% | +14.3% | -22.6% | -9.4% |
| YTD | -16.1% | +21.6% | -37.7% | -16.5% |
| 1Y | -30.8% | +38.8% | -69.5% | -33.1% |
| All | -30.8% | +40.5% | -71.3% | -33.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BMY.
Daily Out/Under-Performance
Portfolio return minus BMY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BMY 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 BMY 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