+66.7%
IBIT vs BTG
+93.1%
-26.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.9% | +1.0% | -1.3% |
| 7D | +1.4% | +4.8% | -3.4% | +0.6% |
| 30D | +20.6% | +8.3% | +12.3% | +19.0% |
| 3M | +23.7% | +32.3% | -8.6% | +17.2% |
| 6M | +15.0% | +3.0% | +12.0% | +13.0% |
| YTD | -10.6% | +21.9% | -32.5% | -15.0% |
| 1Y | -30.3% | +28.2% | -58.5% | -35.1% |
| All | +66.7% | +93.1% | -26.4% | +36.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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