+66.3%
IBIT vs BNY
+230.0%
-163.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.1% |
| 7D | +1.1% | +0.3% | +0.9% | +1.0% |
| 30D | +22.2% | +1.9% | +20.3% | +20.7% |
| 3M | +26.0% | +13.9% | +12.1% | +16.1% |
| 6M | +13.2% | +42.3% | -29.1% | -9.7% |
| YTD | -10.8% | +41.8% | -52.6% | -28.5% |
| 1Y | -29.9% | +57.9% | -87.9% | -47.2% |
| All | +66.3% | +230.0% | -163.7% | -11.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling