+58.9%
IBIT vs GFS
-28.9%
+87.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GFS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +4.9% | -6.2% | -2.3% |
| 7D | -2.4% | -3.1% | +0.8% | -1.9% |
| 30D | -9.1% | -16.0% | +6.9% | -6.1% |
| 3M | +15.0% | -24.7% | +39.7% | +20.9% |
| 6M | -6.9% | -45.1% | +38.2% | +2.8% |
| YTD | -14.8% | +16.5% | -31.2% | -22.8% |
| 1Y | -28.1% | +19.3% | -47.5% | -35.2% |
| All | +58.9% | -28.9% | +87.8% | +54.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling