+69.8%
IBIT vs BX
+22.9%
+46.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.1% | -1.3% | -1.9% |
| 7D | +3.0% | -4.4% | +7.4% | +5.3% |
| 30D | +23.1% | +0.1% | +23.0% | +22.7% |
| 3M | +25.6% | +16.0% | +9.6% | +15.6% |
| 6M | +9.1% | +21.6% | -12.5% | -3.0% |
| YTD | -8.9% | -8.9% | 0.0% | -5.4% |
| 1Y | -27.5% | -16.6% | -10.8% | -21.5% |
| All | +69.8% | +22.9% | +46.9% | +38.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BX.
Daily Out/Under-Performance
Portfolio return minus BX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BX 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 BX 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