+64.4%
IBIT vs CGNX
+67.3%
-2.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CGNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.1% | -3.9% | -0.7% |
| 7D | -3.2% | +3.2% | -6.4% | -3.9% |
| 30D | +22.0% | +6.0% | +16.0% | +20.0% |
| 3M | +21.4% | +3.5% | +17.9% | +19.4% |
| 6M | +9.2% | +26.3% | -17.1% | +2.2% |
| YTD | -11.8% | +79.2% | -91.1% | -26.5% |
| 1Y | -32.7% | +43.8% | -76.5% | -40.3% |
| All | +64.4% | +67.3% | -2.9% | +35.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling