+66.3%
IBIT vs GFI
+308.8%
-242.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.2% |
| 7D | +1.1% | +4.7% | -3.6% | +0.7% |
| 30D | +22.2% | +14.4% | +7.8% | +20.8% |
| 3M | +26.0% | +32.5% | -6.5% | +22.6% |
| 6M | +13.2% | -7.2% | +20.3% | +12.5% |
| YTD | -10.8% | +10.9% | -21.7% | -11.6% |
| 1Y | -29.9% | +35.5% | -65.4% | -30.6% |
| All | +66.3% | +308.8% | -242.5% | +64.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GFI.
Daily Out/Under-Performance
Portfolio return minus GFI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GFI 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 5y: compounded portfolio wealth divided by compounded GFI 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…
5y analysis · Full analysis span regression · 6 months rolling