+112.2%
GOOGL vs IBIT
+44.5%
+67.8%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -4.5% | +6.2% | +2.4% |
| 7D | +5.7% | -6.2% | +11.9% | +6.7% |
| 30D | -15.6% | -14.4% | -1.2% | -13.6% |
| 3M | -13.0% | +12.5% | -25.5% | -14.5% |
| 6M | -22.8% | -11.9% | -10.9% | -21.6% |
| YTD | -4.4% | -18.7% | +14.3% | -2.3% |
| 1Y | +4.5% | -29.9% | +34.4% | +8.9% |
| All | +112.2% | +44.5% | +67.8% | +106.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling