-20.7%
IBIT vs GFS
+15.5%
-36.2%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GFS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -5.9% | +8.9% | +3.9% |
| 7D | -1.8% | -12.5% | +10.8% | +0.3% |
| 30D | -6.7% | -16.9% | +10.3% | -4.0% |
| 3M | +24.6% | -22.3% | +46.8% | +28.8% |
| 6M | -0.2% | -40.2% | +40.1% | +5.5% |
| YTD | -8.7% | +16.0% | -24.7% | -22.6% |
| 1Y | -20.7% | +17.7% | -38.4% | -34.4% |
| All | -20.7% | +15.5% | -36.2% | -34.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GFS.
Daily Out/Under-Performance
Portfolio return minus GFS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GFS 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 1y: compounded portfolio wealth divided by compounded GFS 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…
1y analysis · Full analysis span regression · 6 months rolling