-32.7%
IBIT vs CGNX
+45.2%
-77.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CGNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.1% | -3.9% | -0.4% |
| 7D | -3.2% | +3.2% | -6.4% | -3.7% |
| 30D | +22.0% | +6.0% | +16.0% | +20.6% |
| 3M | +21.4% | +3.5% | +17.9% | +19.9% |
| 6M | +9.2% | +26.3% | -17.1% | +4.5% |
| YTD | -11.8% | +79.2% | -91.1% | -23.4% |
| 1Y | -32.7% | +43.8% | -76.5% | -37.0% |
| All | -32.7% | +45.2% | -77.8% | -37.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CGNX.
Daily Out/Under-Performance
Portfolio return minus CGNX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CGNX 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 CGNX 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