-32.7%
IBIT vs GILD
+27.8%
-60.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GILD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +0.3% |
| 7D | -3.2% | -4.8% | +1.6% | -2.7% |
| 30D | +22.0% | +5.8% | +16.2% | +21.4% |
| 3M | +21.4% | +14.9% | +6.5% | +19.5% |
| 6M | +9.2% | -0.4% | +9.6% | +8.3% |
| YTD | -11.8% | +18.5% | -30.4% | -9.9% |
| 1Y | -32.7% | +25.1% | -57.8% | -30.4% |
| All | -32.7% | +27.8% | -60.5% | -30.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GILD.
Daily Out/Under-Performance
Portfolio return minus GILD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GILD 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 GILD 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