+46.2%
IBIT vs IBN
+48.2%
-2.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.4% | -3.9% | -3.6% |
| 7D | -9.2% | +1.9% | -11.0% | -9.6% |
| 30D | -15.8% | +22.1% | -37.9% | -19.9% |
| 3M | +8.5% | +17.1% | -8.6% | +4.3% |
| 6M | -13.7% | +35.5% | -49.2% | -19.9% |
| YTD | -21.6% | +16.8% | -38.4% | -25.1% |
| 1Y | -30.0% | +12.4% | -42.3% | -32.6% |
| All | +46.2% | +48.2% | -2.0% | +33.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling