-30.0%
IBIT vs BTI
+18.0%
-48.0%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.4% | -4.9% | -3.7% |
| 7D | -9.2% | +1.6% | -10.8% | -9.4% |
| 30D | -15.8% | +9.2% | -25.0% | -17.0% |
| 3M | +8.5% | +9.6% | -1.1% | +7.0% |
| 6M | -13.7% | -2.4% | -11.3% | -11.7% |
| YTD | -21.6% | +14.2% | -35.8% | -24.6% |
| 1Y | -30.0% | +20.3% | -50.3% | -33.3% |
| All | -30.0% | +18.0% | -48.0% | -33.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 1y: compounded portfolio wealth divided by compounded BTI 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…
1y analysis · Full analysis span regression · 6 months rolling