-20.7%
IBIT vs DG
+45.3%
-66.0%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +8.5% | -5.6% | +1.9% |
| 7D | -1.8% | +12.3% | -14.0% | -3.2% |
| 30D | -6.7% | +19.3% | -25.9% | -9.1% |
| 3M | +24.6% | +11.9% | +12.7% | +22.4% |
| 6M | -0.2% | +25.0% | -25.1% | -4.1% |
| YTD | -8.7% | +8.7% | -17.4% | -9.4% |
| 1Y | -20.7% | +44.7% | -65.4% | -27.4% |
| All | -20.7% | +45.3% | -66.0% | -27.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DG.
Daily Out/Under-Performance
Portfolio return minus DG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DG 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 DG 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