+64.4%
IBIT vs BNY
+230.3%
-165.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -3.2% | -1.3% | -1.9% | -2.5% |
| 30D | +22.0% | -0.2% | +22.1% | +21.9% |
| 3M | +21.4% | +14.9% | +6.5% | +11.3% |
| 6M | +9.2% | +40.0% | -30.8% | -11.9% |
| YTD | -11.8% | +42.0% | -53.8% | -29.4% |
| 1Y | -32.7% | +56.9% | -89.5% | -49.1% |
| All | +64.4% | +230.3% | -165.9% | -12.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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