-0.2%
IBIT vs GD
+7.0%
-7.2%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -2.6% | +5.5% | +2.4% |
| 7D | -1.8% | +3.0% | -4.7% | -1.3% |
| 30D | -6.7% | +10.5% | -17.2% | -5.5% |
| 3M | +24.6% | -5.0% | +29.5% | +23.3% |
| 6M | -0.2% | +5.5% | -5.6% | -1.2% |
| All | -0.2% | +7.0% | -7.2% | -1.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling