-20.7%
IBIT vs GE
+8.3%
-29.0%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.7% | +0.2% | +2.2% |
| 7D | -1.8% | +9.4% | -11.2% | -3.9% |
| 30D | -6.7% | +7.5% | -14.2% | -8.3% |
| 3M | +24.6% | -12.5% | +37.1% | +28.4% |
| 6M | -0.2% | +17.8% | -17.9% | -8.2% |
| YTD | -8.7% | +7.4% | -16.1% | -13.7% |
| 1Y | -20.7% | +8.9% | -29.6% | -23.3% |
| All | -20.7% | +8.3% | -29.0% | -23.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GE.
Daily Out/Under-Performance
Portfolio return minus GE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GE 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 GE 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