+69.8%
IBIT vs GM
+149.7%
-79.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.8% | -3.2% | -2.7% |
| 7D | +3.0% | +1.9% | +1.1% | +2.3% |
| 30D | +23.1% | -1.4% | +24.5% | +23.7% |
| 3M | +25.6% | +5.9% | +19.7% | +22.7% |
| 6M | +9.1% | +12.4% | -3.2% | +4.0% |
| YTD | -8.9% | +8.6% | -17.5% | -12.2% |
| 1Y | -27.5% | +52.6% | -80.1% | -37.9% |
| All | +69.8% | +149.7% | -79.9% | +11.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling