+69.8%
IBIT vs BUD
+29.5%
+40.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.2% | -2.6% | -2.4% |
| 7D | +3.0% | +0.3% | +2.8% | +3.0% |
| 30D | +23.1% | -5.7% | +28.8% | +23.8% |
| 3M | +25.6% | +3.1% | +22.5% | +24.9% |
| 6M | +9.1% | +7.9% | +1.3% | +7.6% |
| YTD | -8.9% | +27.3% | -36.2% | -12.6% |
| 1Y | -27.5% | +37.8% | -65.3% | -31.5% |
| All | +69.8% | +29.5% | +40.3% | +68.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling