+58.6%
IBIT vs GM
+153.0%
-94.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.3% |
| 7D | -6.8% | -3.8% | -3.0% | -5.6% |
| 30D | -9.9% | +7.9% | -17.8% | -12.4% |
| 3M | +17.5% | -0.3% | +17.8% | +17.1% |
| 6M | -9.1% | +18.6% | -27.7% | -15.2% |
| YTD | -14.9% | +10.0% | -25.0% | -18.7% |
| 1Y | -27.6% | +25.9% | -53.5% | -34.0% |
| All | +58.6% | +153.0% | -94.4% | +2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GM.
Daily Out/Under-Performance
Portfolio return minus GM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GM 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 GM 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