+64.0%
IBIT vs BR
-12.6%
+76.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.1% | -1.5% | -1.4% |
| 7D | -5.8% | -6.0% | +0.2% | -4.3% |
| 30D | +21.5% | -0.9% | +22.4% | +22.0% |
| 3M | +24.5% | +16.4% | +8.1% | +20.0% |
| 6M | +10.0% | -8.2% | +18.2% | +14.2% |
| YTD | -12.0% | -23.2% | +11.2% | -1.2% |
| 1Y | -32.3% | -30.9% | -1.4% | -19.9% |
| All | +64.0% | -12.6% | +76.6% | +61.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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