+58.9%
IBIT vs GE
+228.5%
-169.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +3.8% | -5.1% | -2.5% |
| 7D | -2.4% | +6.3% | -8.6% | -4.2% |
| 30D | -9.1% | +8.9% | -18.0% | -11.6% |
| 3M | +15.0% | -9.2% | +24.2% | +18.0% |
| 6M | -6.9% | +13.2% | -20.1% | -12.1% |
| YTD | -14.8% | +9.4% | -24.2% | -18.9% |
| 1Y | -28.1% | +9.8% | -37.9% | -31.8% |
| All | +58.9% | +228.5% | -169.6% | -11.9% |
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