+58.9%
IBIT vs BP
+47.9%
+11.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.1% | -1.4% | -1.3% |
| 7D | -2.4% | -6.9% | +4.5% | -1.5% |
| 30D | -9.1% | -3.6% | -5.5% | -8.8% |
| 3M | +15.0% | +8.4% | +6.6% | +12.8% |
| 6M | -6.9% | +5.3% | -12.2% | -8.5% |
| YTD | -14.8% | +33.2% | -47.9% | -21.8% |
| 1Y | -28.1% | +28.2% | -56.3% | -33.5% |
| All | +58.9% | +47.9% | +11.0% | +43.3% |
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