+66.3%
IBIT vs IBN
+24.6%
+41.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.7% | +1.5% | +0.2% |
| 7D | +1.1% | -5.1% | +6.2% | +2.5% |
| 30D | +22.2% | -3.5% | +25.8% | +23.3% |
| 3M | +26.0% | +11.3% | +14.7% | +22.9% |
| 6M | +13.2% | +4.4% | +8.8% | +11.6% |
| YTD | -10.8% | -1.8% | -9.0% | -11.0% |
| 1Y | -29.9% | -8.0% | -22.0% | -29.4% |
| All | +66.3% | +24.6% | +41.7% | +58.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 10y: compounded portfolio wealth divided by compounded IBN 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…
10y analysis · Full analysis span regression · 6 months rolling