+69.8%
IBIT vs GRMN
+134.3%
-64.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.1% | -2.4% | -2.4% |
| 7D | +3.0% | -2.9% | +5.9% | +3.8% |
| 30D | +23.1% | -8.4% | +31.5% | +25.9% |
| 3M | +25.6% | +15.0% | +10.6% | +20.1% |
| 6M | +9.1% | +11.2% | -2.1% | +5.2% |
| YTD | -8.9% | +37.7% | -46.6% | -17.7% |
| 1Y | -27.5% | +18.5% | -45.9% | -31.7% |
| All | +69.8% | +134.3% | -64.5% | +51.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling