+46.2%
IBIT vs DGX
+100.4%
-54.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | 0.0% | -3.5% | -3.5% |
| 7D | -9.2% | +1.6% | -10.7% | -9.3% |
| 30D | -15.8% | +11.2% | -27.0% | -16.2% |
| 3M | +8.5% | +10.4% | -1.9% | +8.0% |
| 6M | -13.7% | +37.1% | -50.8% | -15.4% |
| YTD | -21.6% | +52.1% | -73.7% | -24.8% |
| 1Y | -30.0% | +40.7% | -70.7% | -31.9% |
| All | +46.2% | +100.4% | -54.2% | +24.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DGX.
Daily Out/Under-Performance
Portfolio return minus DGX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DGX 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 3y: compounded portfolio wealth divided by compounded DGX 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…
3y analysis · Full analysis span regression · 6 months rolling