+61.6%
IBIT vs GLDM
+101.4%
-39.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +0.8% | -5.9% | -5.4% |
| 7D | -5.9% | +1.9% | -7.7% | -6.6% |
| 30D | -11.3% | -1.7% | -9.6% | -10.7% |
| 3M | +17.1% | -3.5% | +20.7% | +19.0% |
| 6M | -7.0% | -10.1% | +3.0% | -3.5% |
| YTD | -13.3% | -5.0% | -8.3% | -11.2% |
| 1Y | -27.0% | +2.8% | -29.7% | -26.6% |
| All | +61.6% | +101.4% | -39.9% | +25.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GLDM.
Daily Out/Under-Performance
Portfolio return minus GLDM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GLDM 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 all: compounded portfolio wealth divided by compounded GLDM 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…
all analysis · Full analysis span regression · 6 months rolling