+51.6%
IBIT vs BND
+7.9%
+43.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.6% | -3.8% | -4.2% |
| 7D | -6.2% | -1.4% | -4.8% | -5.8% |
| 30D | -14.4% | +0.8% | -15.2% | -14.6% |
| 3M | +12.5% | -1.2% | +13.7% | +12.9% |
| 6M | -11.9% | -1.4% | -10.5% | -11.4% |
| YTD | -18.7% | -1.3% | -17.4% | -18.4% |
| 1Y | -29.9% | -1.2% | -28.7% | -29.6% |
| All | +51.6% | +7.9% | +43.7% | +51.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 BND 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