+66.3%
IBIT vs BTDR
+43.5%
+22.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.7% | +2.5% | +0.4% |
| 7D | +1.1% | +14.8% | -13.7% | -1.9% |
| 30D | +22.2% | +41.8% | -19.6% | +13.0% |
| 3M | +26.0% | -29.2% | +55.2% | +31.8% |
| 6M | +13.2% | +66.2% | -53.0% | -5.1% |
| YTD | -10.8% | +10.0% | -20.8% | -18.5% |
| 1Y | -29.9% | -11.0% | -19.0% | -36.1% |
| All | +66.3% | +43.5% | +22.8% | +6.4% |
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