-29.9%
IBIT vs GIS
-23.4%
-6.5%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.0% | -2.4% | -4.9% |
| 7D | -6.2% | -8.1% | +1.9% | -7.9% |
| 30D | -14.4% | +5.3% | -19.7% | -13.2% |
| 3M | +12.5% | -10.5% | +23.0% | +10.3% |
| 6M | -11.9% | +1.8% | -13.7% | -9.9% |
| YTD | -18.7% | -22.9% | +4.2% | -29.5% |
| 1Y | -29.9% | -22.9% | -7.0% | -38.9% |
| All | -29.9% | -23.4% | -6.5% | -38.9% |
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