-29.9%
IBIT vs DG
+31.9%
-61.8%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.1% | -2.4% | -4.2% |
| 7D | -6.2% | -2.5% | -3.7% | -5.9% |
| 30D | -14.4% | +7.7% | -22.1% | -15.3% |
| 3M | +12.5% | +13.1% | -0.7% | +10.4% |
| 6M | -11.9% | +32.0% | -43.9% | -16.0% |
| YTD | -18.7% | +3.3% | -22.0% | -18.6% |
| 1Y | -29.9% | +31.7% | -61.6% | -29.7% |
| All | -29.9% | +31.9% | -61.8% | -29.7% |
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