+69.8%
IBIT vs CG
+29.0%
+40.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.6% | -0.8% | -1.7% |
| 7D | +3.0% | -4.3% | +7.3% | +5.1% |
| 30D | +23.1% | -5.1% | +28.2% | +25.7% |
| 3M | +25.6% | +8.7% | +16.9% | +19.9% |
| 6M | +9.1% | -9.2% | +18.4% | +13.0% |
| YTD | -8.9% | -18.9% | +10.0% | -0.6% |
| 1Y | -27.5% | -25.6% | -1.8% | -18.2% |
| All | +69.8% | +29.0% | +40.9% | +47.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling