-29.9%
IBIT vs GSK
+24.6%
-54.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.2% |
| 7D | +1.1% | -3.6% | +4.7% | +1.1% |
| 30D | +22.2% | -5.9% | +28.2% | +22.1% |
| 3M | +26.0% | -4.3% | +30.3% | +25.9% |
| 6M | +13.2% | -10.8% | +24.0% | +12.8% |
| YTD | -10.8% | +1.8% | -12.6% | -10.9% |
| 1Y | -29.9% | +23.5% | -53.4% | -31.0% |
| All | -29.9% | +24.6% | -54.5% | -31.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling