+69.8%
IBIT vs BTDR
+44.1%
+25.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +3.9% | -6.4% | -3.3% |
| 7D | +3.0% | +20.0% | -16.9% | -1.0% |
| 30D | +23.1% | +11.9% | +11.2% | +19.1% |
| 3M | +25.6% | -36.9% | +62.5% | +34.7% |
| 6M | +9.1% | +56.5% | -47.4% | -7.2% |
| YTD | -8.9% | +10.4% | -19.3% | -16.8% |
| 1Y | -27.5% | +3.1% | -30.5% | -36.2% |
| All | +69.8% | +44.1% | +25.7% | +8.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling