+64.0%
IBIT vs GNRC
+47.5%
+16.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.6% | +1.2% | -0.7% |
| 7D | -5.8% | -0.7% | -5.0% | -5.6% |
| 30D | +21.5% | -15.8% | +37.4% | +26.9% |
| 3M | +24.5% | -24.0% | +48.5% | +32.0% |
| 6M | +10.0% | -13.8% | +23.8% | +10.4% |
| YTD | -12.0% | +33.2% | -45.2% | -24.4% |
| 1Y | -32.3% | -1.8% | -30.5% | -36.0% |
| All | +64.0% | +47.5% | +16.5% | +27.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GNRC.
Daily Out/Under-Performance
Portfolio return minus GNRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GNRC 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 5y: compounded portfolio wealth divided by compounded GNRC 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…
5y analysis · Full analysis span regression · 6 months rolling