+66.7%
IBIT vs BMY
+43.9%
+22.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.2% | +1.3% | -1.4% |
| 7D | +1.4% | -3.3% | +4.8% | +1.9% |
| 30D | +20.6% | 0.0% | +20.7% | +20.6% |
| 3M | +23.7% | +17.7% | +6.0% | +20.8% |
| 6M | +15.0% | +9.6% | +5.4% | +13.4% |
| YTD | -10.6% | +24.0% | -34.6% | -13.3% |
| 1Y | -30.3% | +45.1% | -75.4% | -34.2% |
| All | +66.7% | +43.9% | +22.8% | +53.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling