+61.0%
IBIT vs IBB
+56.3%
+4.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.7% | -2.1% | -1.4% |
| 7D | -1.1% | -1.8% | +0.7% | +0.1% |
| 30D | -9.2% | +5.1% | -14.2% | -12.0% |
| 3M | +17.5% | +10.7% | +6.8% | +9.8% |
| 6M | -7.2% | +22.9% | -30.1% | -19.3% |
| YTD | -13.6% | +26.7% | -40.3% | -26.4% |
| 1Y | -25.1% | +35.1% | -60.2% | -38.9% |
| All | +61.0% | +56.3% | +4.7% | +20.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling