+46.2%
IBIT vs CG
+9.2%
+37.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.0% | -4.6% | -4.0% |
| 7D | -9.2% | +0.2% | -9.4% | -9.4% |
| 30D | -15.8% | +11.2% | -27.0% | -20.0% |
| 3M | +8.5% | -22.1% | +30.6% | +20.8% |
| 6M | -13.7% | -17.9% | +4.2% | -6.7% |
| YTD | -21.6% | -31.3% | +9.7% | -8.2% |
| 1Y | -30.0% | -24.0% | -6.0% | -21.8% |
| All | +46.2% | +9.2% | +37.0% | +35.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling