+66.3%
IBIT vs BTG
+96.3%
-30.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.7% | -1.9% | -0.5% |
| 7D | +1.1% | +2.4% | -1.3% | +0.7% |
| 30D | +22.2% | +9.5% | +12.8% | +20.3% |
| 3M | +26.0% | +38.5% | -12.5% | +18.5% |
| 6M | +13.2% | +5.6% | +7.5% | +10.8% |
| YTD | -10.8% | +23.9% | -34.7% | -15.4% |
| 1Y | -29.9% | +32.1% | -62.1% | -35.1% |
| All | +66.3% | +96.3% | -30.0% | +35.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling