+69.8%
IBIT vs DG
+5.0%
+64.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.5% | -3.9% | -2.4% |
| 7D | +3.0% | +8.4% | -5.4% | +2.9% |
| 30D | +23.1% | +4.9% | +18.2% | +23.0% |
| 3M | +25.6% | +29.3% | -3.8% | +25.0% |
| 6M | +9.1% | -11.3% | +20.4% | +8.6% |
| YTD | -8.9% | +1.8% | -10.7% | -9.0% |
| 1Y | -27.5% | +25.3% | -52.8% | -27.1% |
| All | +69.8% | +5.0% | +64.8% | +81.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling