+61.0%
IBIT vs BUD
+35.4%
+25.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.1% | -0.2% |
| 7D | -1.1% | +4.5% | -5.6% | -1.5% |
| 30D | -9.2% | +12.5% | -21.7% | -10.3% |
| 3M | +17.5% | 0.0% | +17.5% | +17.4% |
| 6M | -7.2% | +3.8% | -11.0% | -7.7% |
| YTD | -13.6% | +33.1% | -46.7% | -17.5% |
| 1Y | -25.1% | +35.5% | -60.6% | -28.7% |
| All | +61.0% | +35.4% | +25.7% | +59.4% |
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