+620.7%
GEV vs IBIT
+10.6%
+610.1%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.4% | +2.4% | +0.7% |
| 7D | +3.3% | +3.0% | +0.3% | +2.4% |
| 30D | -7.5% | +23.1% | -30.6% | -12.9% |
| 3M | -2.2% | +25.6% | -27.7% | -8.6% |
| 6M | +12.1% | +9.1% | +2.9% | +9.1% |
| YTD | +44.4% | -8.9% | +53.3% | +46.1% |
| 1Y | +57.7% | -27.5% | +85.1% | +68.7% |
| All | +620.7% | +10.6% | +610.1% | +580.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IBIT.
Daily Out/Under-Performance
Portfolio return minus IBIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBIT 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 IBIT 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