-30.3%
IBIT vs GEHC
-12.1%
-18.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.0% | +1.2% | -1.5% |
| 7D | +1.4% | -5.2% | +6.6% | +2.1% |
| 30D | +20.6% | -7.0% | +27.6% | +21.7% |
| 3M | +23.7% | +3.3% | +20.4% | +23.1% |
| 6M | +15.0% | -10.0% | +25.0% | +17.7% |
| YTD | -10.6% | -18.5% | +7.9% | -7.3% |
| 1Y | -30.3% | -14.4% | -15.9% | -29.5% |
| All | -30.3% | -12.1% | -18.2% | -29.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GEHC.
Daily Out/Under-Performance
Portfolio return minus GEHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEHC 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 GEHC 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