+61.6%
IBIT vs CSGP
-61.1%
+122.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -1.6% | -3.4% | -4.8% |
| 7D | -5.9% | +13.9% | -19.8% | -7.6% |
| 30D | -11.3% | +16.0% | -27.3% | -13.9% |
| 3M | +17.1% | +6.1% | +11.0% | +15.0% |
| 6M | -7.0% | -8.2% | +1.1% | -6.3% |
| YTD | -13.3% | -52.3% | +39.0% | +2.6% |
| 1Y | -27.0% | -54.5% | +27.5% | -12.5% |
| All | +61.6% | -61.1% | +122.7% | +102.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 CSGP 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