-20.7%
IBIT vs CG
-14.1%
-6.7%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +4.5% | -1.6% | +1.0% |
| 7D | -1.8% | +9.4% | -11.2% | -5.5% |
| 30D | -6.7% | +8.7% | -15.4% | -10.0% |
| 3M | +24.6% | -15.0% | +39.5% | +33.9% |
| 6M | -0.2% | -13.2% | +13.0% | +6.3% |
| YTD | -8.7% | -26.2% | +17.4% | +7.3% |
| 1Y | -20.7% | -14.1% | -6.6% | -14.9% |
| All | -20.7% | -14.1% | -6.7% | -14.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 CG 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