+61.0%
IBIT vs AG
+178.6%
-117.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.8% | -2.2% | -0.6% |
| 7D | -1.1% | +6.3% | -7.4% | -2.1% |
| 30D | -9.2% | -8.9% | -0.2% | -8.0% |
| 3M | +17.5% | -12.2% | +29.7% | +19.4% |
| 6M | -7.2% | -28.3% | +21.1% | -3.6% |
| YTD | -13.6% | -8.8% | -4.8% | -14.0% |
| 1Y | -25.1% | +39.4% | -64.5% | -29.4% |
| All | +61.0% | +178.6% | -117.6% | +28.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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