+61.0%
IBIT vs ACGL
+46.0%
+15.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.0% | +2.6% | -0.3% |
| 7D | -1.1% | +0.9% | -2.0% | -1.1% |
| 30D | -9.2% | +13.7% | -22.9% | -9.6% |
| 3M | +17.5% | +8.0% | +9.5% | +17.2% |
| 6M | -7.2% | +13.3% | -20.5% | -7.7% |
| YTD | -13.6% | +11.8% | -25.5% | -14.4% |
| 1Y | -25.1% | +22.2% | -47.4% | -27.1% |
| All | +61.0% | +46.0% | +15.0% | +53.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ACGL.
Daily Out/Under-Performance
Portfolio return minus ACGL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACGL 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 ACGL 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