+9.1%
IBIT vs GIS
-11.0%
+20.1%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.5% | +0.1% | -2.5% |
| 7D | +3.0% | -7.8% | +10.9% | +2.7% |
| 30D | +23.1% | +6.6% | +16.5% | +23.2% |
| 3M | +25.6% | +21.0% | +4.6% | +28.3% |
| 6M | +9.1% | -9.1% | +18.2% | +6.1% |
| All | +9.1% | -11.0% | +20.1% | +6.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling