+61.0%
IBIT vs GEN
+36.8%
+24.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.6% | +2.3% | +0.3% |
| 7D | -1.1% | +2.3% | -3.4% | -1.6% |
| 30D | -9.2% | +33.1% | -42.2% | -15.9% |
| 3M | +17.5% | +6.5% | +11.0% | +15.1% |
| 6M | -7.2% | +53.8% | -61.0% | -20.3% |
| YTD | -13.6% | +11.2% | -24.9% | -16.9% |
| 1Y | -25.1% | +19.4% | -44.5% | -29.8% |
| All | +61.0% | +36.8% | +24.2% | +51.0% |
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