+66.3%
IBIT vs BR
-12.7%
+79.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.1% |
| 7D | +1.1% | -5.0% | +6.2% | +2.5% |
| 30D | +22.2% | -2.5% | +24.7% | +23.1% |
| 3M | +26.0% | +13.5% | +12.5% | +22.3% |
| 6M | +13.2% | -9.4% | +22.6% | +18.0% |
| YTD | -10.8% | -23.3% | +12.5% | +0.2% |
| 1Y | -29.9% | -31.6% | +1.7% | -16.7% |
| All | +66.3% | -12.7% | +79.0% | +63.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling