+61.0%
IBIT vs BP
+47.7%
+13.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | 0.0% | -0.3% |
| 7D | -1.1% | -11.6% | +10.5% | +0.5% |
| 30D | -9.2% | 0.0% | -9.2% | -9.4% |
| 3M | +17.5% | +6.7% | +10.8% | +15.6% |
| 6M | -7.2% | +2.2% | -9.3% | -8.2% |
| YTD | -13.6% | +33.0% | -46.6% | -20.8% |
| 1Y | -25.1% | +30.7% | -55.8% | -31.0% |
| All | +61.0% | +47.7% | +13.3% | +45.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling