-30.8%
IBIT vs CAG
-5.9%
-24.8%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.7% | -0.9% | -1.6% |
| 7D | -5.4% | +6.6% | -12.0% | -4.2% |
| 30D | -10.5% | +13.9% | -24.4% | -8.0% |
| 3M | +15.0% | +4.0% | +11.0% | +16.5% |
| 6M | -8.3% | +10.0% | -18.3% | -5.7% |
| YTD | -16.1% | -6.1% | -9.9% | -20.5% |
| 1Y | -30.8% | -4.3% | -26.4% | -33.5% |
| All | -30.8% | -5.9% | -24.8% | -33.5% |
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