-30.0%
IBIT vs GD
+5.9%
-35.8%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.1% | -3.6% | -3.5% |
| 7D | -9.2% | +2.7% | -11.8% | -9.7% |
| 30D | -15.8% | +8.6% | -24.4% | -17.5% |
| 3M | +8.5% | -7.1% | +15.6% | +10.7% |
| 6M | -13.7% | +7.5% | -21.2% | -16.7% |
| YTD | -21.6% | +9.9% | -31.5% | -24.7% |
| 1Y | -30.0% | +7.6% | -37.5% | -31.5% |
| All | -30.0% | +5.9% | -35.8% | -31.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 GD 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