+56.5%
IBIT vs BND
+8.2%
+48.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.7% | -0.8% | -1.3% |
| 7D | -5.4% | -0.1% | -5.3% | -5.4% |
| 30D | -10.5% | +1.3% | -11.8% | -10.9% |
| 3M | +15.0% | -0.7% | +15.8% | +15.3% |
| 6M | -8.3% | -1.6% | -6.7% | -7.9% |
| YTD | -16.1% | -1.0% | -15.0% | -15.8% |
| 1Y | -30.8% | -0.7% | -30.1% | -30.5% |
| All | +56.5% | +8.2% | +48.3% | +56.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling