+98.3%
GLD vs IBIT
+53.5%
+44.8%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.4% | -0.8% |
| 7D | +4.7% | -1.1% | +5.8% | +4.8% |
| 30D | -0.9% | -9.2% | +8.3% | -0.1% |
| 3M | -4.4% | +17.5% | -21.9% | -5.5% |
| 6M | -13.6% | -7.2% | -6.4% | -13.5% |
| YTD | -6.0% | -13.6% | +7.6% | -6.2% |
| 1Y | +1.8% | -25.1% | +26.9% | +1.9% |
| All | +98.3% | +53.5% | +44.8% | +96.3% |
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