+66.3%
IBIT vs GM
+138.4%
-72.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.4% | +2.1% | +0.6% |
| 7D | +1.1% | -1.1% | +2.2% | +1.6% |
| 30D | +22.2% | -4.6% | +26.8% | +24.3% |
| 3M | +26.0% | +0.2% | +25.8% | +25.6% |
| 6M | +13.2% | +12.6% | +0.6% | +7.8% |
| YTD | -10.8% | +3.7% | -14.5% | -12.5% |
| 1Y | -29.9% | +45.6% | -75.6% | -39.0% |
| All | +66.3% | +138.4% | -72.0% | +10.7% |
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