-29.9%
IBIT vs GIS
-21.4%
-8.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.6% | +1.4% | -0.5% |
| 7D | +1.1% | -8.6% | +9.7% | -0.4% |
| 30D | +22.2% | -0.5% | +22.7% | +22.1% |
| 3M | +26.0% | +11.9% | +14.1% | +29.9% |
| 6M | +13.2% | -11.6% | +24.8% | +7.3% |
| YTD | -10.8% | -16.3% | +5.5% | -17.2% |
| 1Y | -29.9% | -21.8% | -8.2% | -35.5% |
| All | -29.9% | -21.4% | -8.5% | -35.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GIS.
Daily Out/Under-Performance
Portfolio return minus GIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GIS 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 GIS 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