+66.7%
IBIT vs BND
+9.0%
+57.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.1% | -1.8% | -1.8% |
| 7D | +1.4% | +0.1% | +1.3% | +1.4% |
| 30D | +20.6% | -0.4% | +21.0% | +20.7% |
| 3M | +23.7% | -0.2% | +23.9% | +23.8% |
| 6M | +15.0% | -1.2% | +16.2% | +15.1% |
| YTD | -10.6% | -0.3% | -10.3% | -10.5% |
| 1Y | -30.3% | +0.4% | -30.7% | -30.2% |
| All | +66.7% | +9.0% | +57.7% | +66.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling