+56.5%
IBIT vs GIS
-37.0%
+93.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.8% | -0.7% | -1.7% |
| 7D | -5.4% | +1.5% | -6.9% | -5.1% |
| 30D | -10.5% | +9.2% | -19.7% | -8.8% |
| 3M | +15.0% | -5.4% | +20.4% | +14.4% |
| 6M | -8.3% | +3.4% | -11.7% | -6.9% |
| YTD | -16.1% | -20.5% | +4.4% | -19.5% |
| 1Y | -30.8% | -20.0% | -10.8% | -33.5% |
| All | +56.5% | -37.0% | +93.5% | +42.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling