+51.6%
IBIT vs GEN
+36.4%
+15.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -3.1% | -1.4% | -3.7% |
| 7D | -6.2% | -3.0% | -3.2% | -5.5% |
| 30D | -14.4% | +24.7% | -39.1% | -19.3% |
| 3M | +12.5% | +4.1% | +8.3% | +10.9% |
| 6M | -11.9% | +36.0% | -47.9% | -20.7% |
| YTD | -18.7% | +10.9% | -29.6% | -21.7% |
| 1Y | -29.9% | +12.2% | -42.1% | -32.8% |
| All | +51.6% | +36.4% | +15.2% | +42.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling