+132.1%
GOOG vs IBIT
+56.3%
+75.8%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.4% | +2.0% | +0.8% |
| 7D | -2.5% | -5.8% | +3.3% | -1.7% |
| 30D | -3.6% | +21.5% | -25.1% | -6.3% |
| 3M | -6.4% | +24.5% | -30.9% | -9.5% |
| 6M | +7.8% | +10.0% | -2.2% | +6.0% |
| YTD | +5.5% | -12.0% | +17.5% | +6.6% |
| 1Y | +38.3% | -32.3% | +70.6% | +44.6% |
| All | +132.1% | +56.3% | +75.8% | +124.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling