+66.7%
IBIT vs CG
+26.2%
+40.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.2% | +0.3% | -0.9% |
| 7D | +1.4% | -1.3% | +2.7% | +2.1% |
| 30D | +20.6% | -3.2% | +23.8% | +22.1% |
| 3M | +23.7% | +6.2% | +17.5% | +19.4% |
| 6M | +15.0% | -4.7% | +19.7% | +16.2% |
| YTD | -10.6% | -20.6% | +10.0% | -1.5% |
| 1Y | -30.3% | -26.4% | -3.9% | -21.0% |
| All | +66.7% | +26.2% | +40.5% | +45.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling