+66.7%
IBIT vs CAG
-38.0%
+104.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.4% | -0.4% | -1.9% |
| 7D | +1.4% | -5.3% | +6.7% | +1.2% |
| 30D | +20.6% | +1.0% | +19.6% | +20.7% |
| 3M | +23.7% | +17.4% | +6.3% | +25.3% |
| 6M | +15.0% | -16.8% | +31.8% | +13.9% |
| YTD | -10.6% | -6.8% | -3.8% | -11.2% |
| 1Y | -30.3% | -15.4% | -14.9% | -30.7% |
| All | +66.7% | -38.0% | +104.7% | +64.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling