-29.9%
IBIT vs BTSG
+110.2%
-140.1%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.6% | -2.8% | -4.2% |
| 7D | -6.2% | +8.5% | -14.7% | -7.4% |
| 30D | -14.4% | +14.0% | -28.4% | -16.1% |
| 3M | +12.5% | +19.7% | -7.3% | +9.0% |
| 6M | -11.9% | +28.7% | -40.6% | -17.0% |
| YTD | -18.7% | +90.8% | -109.5% | -28.7% |
| 1Y | -29.9% | +112.4% | -142.3% | -38.2% |
| All | -29.9% | +110.2% | -140.1% | -38.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BTSG.
Daily Out/Under-Performance
Portfolio return minus BTSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTSG 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 1y: compounded portfolio wealth divided by compounded BTSG 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…
1y analysis · Full analysis span regression · 6 months rolling