+51.6%
IBIT vs IBN
+47.7%
+3.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.0% | -3.4% | -4.2% |
| 7D | -6.2% | +5.7% | -11.9% | -7.4% |
| 30D | -14.4% | +20.5% | -34.9% | -18.3% |
| 3M | +12.5% | +15.2% | -2.8% | +8.5% |
| 6M | -11.9% | +34.5% | -46.4% | -18.1% |
| YTD | -18.7% | +16.4% | -35.1% | -22.3% |
| 1Y | -29.9% | +13.5% | -43.5% | -32.7% |
| All | +51.6% | +47.7% | +3.9% | +38.0% |
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