+58.9%
IBIT vs IBN
+47.9%
+11.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.7% | -3.0% | -1.7% |
| 7D | -2.4% | +14.6% | -17.0% | -5.6% |
| 30D | -9.1% | +23.5% | -32.6% | -13.8% |
| 3M | +15.0% | +14.0% | +1.0% | +11.3% |
| 6M | -6.9% | +31.1% | -38.0% | -12.9% |
| YTD | -14.8% | +16.6% | -31.3% | -18.6% |
| 1Y | -28.1% | +14.9% | -43.0% | -31.1% |
| All | +58.9% | +47.9% | +11.0% | +44.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling