+66.7%
IBIT vs BTI
+118.0%
-51.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.5% | -1.8% |
| 7D | +1.4% | -1.4% | +2.8% | +1.7% |
| 30D | +20.6% | -7.0% | +27.7% | +21.9% |
| 3M | +23.7% | -6.3% | +30.0% | +24.5% |
| 6M | +15.0% | -2.0% | +17.0% | +14.8% |
| YTD | -10.6% | +0.2% | -10.8% | -10.8% |
| 1Y | -30.3% | +3.8% | -34.1% | -30.5% |
| All | +66.7% | +118.0% | -51.3% | +39.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling