+58.6%
IBIT vs BUD
+35.5%
+23.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.3% | +3.6% | +1.5% |
| 7D | -6.8% | +0.5% | -7.3% | -6.9% |
| 30D | -9.9% | +7.4% | -17.3% | -10.5% |
| 3M | +17.5% | +4.3% | +13.2% | +17.0% |
| 6M | -9.1% | +5.3% | -14.4% | -9.8% |
| YTD | -14.9% | +33.2% | -48.2% | -18.8% |
| 1Y | -27.6% | +31.8% | -59.4% | -30.7% |
| All | +58.6% | +35.5% | +23.1% | +57.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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