+116.5%
GLD vs IBIT
+61.9%
+54.6%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.4% | +1.6% | -0.6% |
| 7D | -0.5% | +3.0% | -3.5% | -0.8% |
| 30D | +4.4% | +23.1% | -18.7% | +2.8% |
| 3M | -1.1% | +25.6% | -26.7% | -2.8% |
| 6M | -13.8% | +9.1% | -22.9% | -14.6% |
| YTD | +2.6% | -8.9% | +11.5% | +2.0% |
| 1Y | +24.5% | -27.5% | +52.0% | +24.4% |
| All | +116.5% | +61.9% | +54.6% | +113.4% |
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