-20.7%
IBIT vs IAG
+56.5%
-77.3%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +10.2% | -7.3% | +0.4% |
| 7D | -1.8% | +1.1% | -2.9% | -2.1% |
| 30D | -6.7% | -5.3% | -1.4% | -5.7% |
| 3M | +24.6% | +18.0% | +6.5% | +19.6% |
| 6M | -0.2% | +7.1% | -7.3% | -2.5% |
| YTD | -8.7% | +5.9% | -14.6% | -11.6% |
| 1Y | -20.7% | +59.4% | -80.1% | -36.5% |
| All | -20.7% | +56.5% | -77.3% | -36.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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