-29.9%
IBIT vs CAG
-16.0%
-13.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.0% | +0.8% | -0.3% |
| 7D | +1.1% | -6.6% | +7.8% | +0.3% |
| 30D | +22.2% | +2.3% | +19.9% | +22.7% |
| 3M | +26.0% | +16.3% | +9.7% | +30.0% |
| 6M | +13.2% | -16.0% | +29.2% | +7.9% |
| YTD | -10.8% | -7.7% | -3.1% | -13.9% |
| 1Y | -29.9% | -16.0% | -13.9% | -31.1% |
| All | -29.9% | -16.0% | -13.9% | -31.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CAG.
Daily Out/Under-Performance
Portfolio return minus CAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAG 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 CAG 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