+46.2%
IBIT vs GEN
+39.6%
+6.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +2.4% | -5.9% | -4.1% |
| 7D | -9.2% | +2.0% | -11.2% | -9.6% |
| 30D | -15.8% | +27.7% | -43.5% | -21.1% |
| 3M | +8.5% | +3.3% | +5.3% | +7.4% |
| 6M | -13.7% | +31.8% | -45.5% | -21.2% |
| YTD | -21.6% | +13.5% | -35.1% | -24.9% |
| 1Y | -30.0% | +16.0% | -46.0% | -33.5% |
| All | +46.2% | +39.6% | +6.6% | +36.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 3y: compounded portfolio wealth divided by compounded GEN 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…
3y analysis · Full analysis span regression · 6 months rolling