+46.2%
IBIT vs BP
+53.3%
-7.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.9% | -4.4% | -3.6% |
| 7D | -9.2% | +3.8% | -13.0% | -9.7% |
| 30D | -15.8% | -5.3% | -10.5% | -15.3% |
| 3M | +8.5% | +9.3% | -0.7% | +6.5% |
| 6M | -13.7% | +7.2% | -20.9% | -15.3% |
| YTD | -21.6% | +38.0% | -59.6% | -28.4% |
| 1Y | -30.0% | +33.2% | -63.2% | -35.5% |
| All | +46.2% | +53.3% | -7.1% | +31.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BP.
Daily Out/Under-Performance
Portfolio return minus BP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BP 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 BP 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