+66.7%
IBIT vs GRMN
+133.2%
-66.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -1.7% |
| 7D | +1.4% | +0.2% | +1.3% | +1.4% |
| 30D | +20.6% | -11.3% | +32.0% | +24.4% |
| 3M | +23.7% | +17.7% | +6.0% | +17.4% |
| 6M | +15.0% | +14.2% | +0.8% | +10.0% |
| YTD | -10.6% | +37.0% | -47.6% | -19.1% |
| 1Y | -30.3% | +17.0% | -47.3% | -34.2% |
| All | +66.7% | +133.2% | -66.5% | +49.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 10y: compounded portfolio wealth divided by compounded GRMN 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…
10y analysis · Full analysis span regression · 6 months rolling