+58.9%
IBIT vs GEHC
+10.9%
+48.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.0% | -3.3% | -1.7% |
| 7D | -2.4% | +5.6% | -8.0% | -3.4% |
| 30D | -9.1% | +27.9% | -37.0% | -13.5% |
| 3M | +15.0% | +17.1% | -2.1% | +11.3% |
| 6M | -6.9% | +32.5% | -39.4% | -12.6% |
| YTD | -14.8% | +2.7% | -17.4% | -15.3% |
| 1Y | -28.1% | +15.3% | -43.4% | -30.9% |
| All | +58.9% | +10.9% | +48.1% | +52.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling