-27.5%
IBIT vs IBB
+51.5%
-78.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.9% | -1.5% | -1.9% |
| 7D | +3.0% | +1.4% | +1.6% | +2.1% |
| 30D | +23.1% | +10.5% | +12.6% | +14.8% |
| 3M | +25.6% | +23.6% | +1.9% | +7.8% |
| 6M | +9.1% | +22.6% | -13.5% | -5.8% |
| YTD | -8.9% | +25.7% | -34.6% | -23.0% |
| 1Y | -27.5% | +51.4% | -78.8% | -46.1% |
| All | -27.5% | +51.5% | -78.9% | -46.1% |
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