+66.7%
IBIT vs BTDR
+47.5%
+19.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.3% | -4.2% | -2.4% |
| 7D | +1.4% | +22.4% | -21.0% | -3.0% |
| 30D | +20.6% | +16.5% | +4.2% | +15.7% |
| 3M | +23.7% | -31.5% | +55.2% | +30.3% |
| 6M | +15.0% | +74.0% | -59.0% | -4.6% |
| YTD | -10.6% | +13.0% | -23.6% | -18.7% |
| 1Y | -30.3% | -0.2% | -30.1% | -38.2% |
| All | +66.7% | +47.5% | +19.2% | +6.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BTDR.
Daily Out/Under-Performance
Portfolio return minus BTDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTDR 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 BTDR 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