+58.9%
IBIT vs BN
+65.9%
-7.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +3.8% | -5.1% | -3.4% |
| 7D | -2.4% | +3.6% | -6.0% | -4.4% |
| 30D | -9.1% | +15.9% | -24.9% | -16.6% |
| 3M | +15.0% | -2.3% | +17.3% | +16.1% |
| 6M | -6.9% | -8.4% | +1.5% | -2.7% |
| YTD | -14.8% | -5.9% | -8.9% | -12.6% |
| 1Y | -28.1% | -5.6% | -22.5% | -26.5% |
| All | +58.9% | +65.9% | -7.0% | +15.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 10y: compounded portfolio wealth divided by compounded BN 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…
10y analysis · Full analysis span regression · 6 months rolling