+39.7%
GOOG vs IBIT
-32.3%
+72.0%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.3% | +1.5% |
| 7D | 0.0% | -3.2% | +3.3% | +0.4% |
| 30D | -2.0% | +22.0% | -23.9% | -4.5% |
| 3M | -5.9% | +21.4% | -27.3% | -8.3% |
| 6M | +8.9% | +9.2% | -0.3% | +7.5% |
| YTD | +7.1% | -11.8% | +19.0% | +8.9% |
| 1Y | +39.7% | -32.7% | +72.4% | +45.4% |
| All | +39.7% | -32.3% | +72.0% | +45.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling