-27.0%
IBIT vs GD
+6.0%
-32.9%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -2.3% | -2.7% | -4.5% |
| 7D | -5.9% | -3.9% | -2.0% | -5.1% |
| 30D | -11.3% | +8.1% | -19.3% | -13.2% |
| 3M | +17.1% | -6.8% | +23.9% | +19.2% |
| 6M | -7.0% | +3.0% | -10.0% | -9.1% |
| YTD | -13.3% | +7.8% | -21.1% | -17.3% |
| 1Y | -27.0% | +5.8% | -32.8% | -28.4% |
| All | -27.0% | +6.0% | -32.9% | -28.4% |
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