+46.2%
IBIT vs BTDR
-34.8%
+81.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -8.6% | +5.1% | -1.6% |
| 7D | -9.2% | -6.9% | -2.3% | -8.1% |
| 30D | -15.8% | -31.5% | +15.8% | -9.9% |
| 3M | +8.5% | -36.1% | +44.6% | +17.1% |
| 6M | -13.7% | -57.6% | +43.9% | -2.3% |
| YTD | -21.6% | -50.0% | +28.5% | -16.5% |
| 1Y | -30.0% | -49.6% | +19.6% | -25.9% |
| All | +46.2% | -34.8% | +81.0% | +9.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling