+61.0%
IBIT vs CAG
-37.4%
+98.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.7% | +1.4% | -0.5% |
| 7D | -1.1% | +5.8% | -6.9% | -0.7% |
| 30D | -9.2% | +16.4% | -25.5% | -8.1% |
| 3M | +17.5% | +3.8% | +13.7% | +18.2% |
| 6M | -7.2% | +10.8% | -18.0% | -6.0% |
| YTD | -13.6% | -5.8% | -7.8% | -13.9% |
| 1Y | -25.1% | -2.4% | -22.7% | -25.5% |
| All | +61.0% | -37.4% | +98.4% | +59.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling