+66.7%
IBIT vs GE
+227.4%
-160.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.7% | -1.2% | -1.7% |
| 7D | +1.4% | +1.2% | +0.3% | +1.1% |
| 30D | +20.6% | -9.5% | +30.1% | +24.1% |
| 3M | +23.7% | +4.1% | +19.6% | +20.8% |
| 6M | +15.0% | +3.9% | +11.1% | +11.7% |
| YTD | -10.6% | +9.0% | -19.6% | -14.8% |
| 1Y | -30.3% | +21.9% | -52.3% | -36.0% |
| All | +66.7% | +227.4% | -160.7% | -7.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling