+58.9%
IBIT vs BMY
+39.7%
+19.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.3% |
| 7D | -2.4% | -1.4% | -1.0% | -2.2% |
| 30D | -9.1% | +5.1% | -14.2% | -9.7% |
| 3M | +15.0% | -3.0% | +18.0% | +15.4% |
| 6M | -6.9% | +13.1% | -19.9% | -8.6% |
| YTD | -14.8% | +20.3% | -35.1% | -17.1% |
| 1Y | -28.1% | +39.0% | -67.1% | -31.7% |
| All | +58.9% | +39.7% | +19.2% | +47.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling