+64.4%
IBIT vs BP
+52.9%
+11.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -3.2% | +5.2% | -8.5% | -4.1% |
| 30D | +22.0% | +8.7% | +13.3% | +20.0% |
| 3M | +21.4% | +9.3% | +12.1% | +19.0% |
| 6M | +9.2% | +13.6% | -4.3% | +5.2% |
| YTD | -11.8% | +37.7% | -49.5% | -19.3% |
| 1Y | -32.7% | +40.6% | -73.3% | -38.7% |
| All | +64.4% | +52.9% | +11.5% | +47.9% |
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