+51.6%
IBIT vs GSK
+41.6%
+10.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.1% | -4.5% | -4.4% |
| 7D | -6.2% | +0.5% | -6.7% | -6.2% |
| 30D | -14.4% | +9.4% | -23.8% | -14.1% |
| 3M | +12.5% | +1.6% | +10.9% | +12.5% |
| 6M | -11.9% | +1.3% | -13.2% | -11.8% |
| YTD | -18.7% | +6.0% | -24.7% | -18.3% |
| 1Y | -29.9% | +9.1% | -39.0% | -29.5% |
| All | +51.6% | +41.6% | +10.0% | +54.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GSK.
Daily Out/Under-Performance
Portfolio return minus GSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GSK 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 GSK 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