-20.7%
IBIT vs IBB
+42.2%
-62.9%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.6% | +0.3% | +1.5% |
| 7D | -1.8% | +2.2% | -4.0% | -2.9% |
| 30D | -6.7% | +6.3% | -13.0% | -9.8% |
| 3M | +24.6% | +16.3% | +8.3% | +13.5% |
| 6M | -0.2% | +30.0% | -30.1% | -15.6% |
| YTD | -8.7% | +31.1% | -39.8% | -23.0% |
| 1Y | -20.7% | +42.0% | -62.7% | -37.4% |
| All | -20.7% | +42.2% | -62.9% | -37.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 1y: compounded portfolio wealth divided by compounded IBB 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…
1y analysis · Full analysis span regression · 6 months rolling