+51.6%
IBIT vs GE
+223.9%
-172.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -3.5% | -1.0% | -3.3% |
| 7D | -6.2% | +5.1% | -11.3% | -7.7% |
| 30D | -14.4% | +7.6% | -21.9% | -16.3% |
| 3M | +12.5% | -9.3% | +21.8% | +15.4% |
| 6M | -11.9% | +11.5% | -23.4% | -16.4% |
| YTD | -18.7% | +7.9% | -26.6% | -22.3% |
| 1Y | -29.9% | +7.6% | -37.6% | -33.0% |
| All | +51.6% | +223.9% | -172.3% | -15.6% |
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