-29.9%
IBIT vs DG
+17.9%
-47.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.6% | +2.4% | +0.2% |
| 7D | +1.1% | -4.8% | +6.0% | +1.9% |
| 30D | +22.2% | +1.8% | +20.5% | +21.8% |
| 3M | +26.0% | +14.5% | +11.6% | +22.7% |
| 6M | +13.2% | -13.6% | +26.7% | +15.3% |
| YTD | -10.8% | -4.8% | -5.9% | -9.9% |
| 1Y | -29.9% | +21.6% | -51.5% | -31.5% |
| All | -29.9% | +17.9% | -47.9% | -31.5% |
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