+61.0%
IBIT vs IAG
+681.7%
-620.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +7.2% | -7.5% | -1.4% |
| 7D | -1.1% | +21.4% | -22.5% | -4.1% |
| 30D | -9.2% | +4.0% | -13.2% | -9.9% |
| 3M | +17.5% | +17.0% | +0.5% | +14.7% |
| 6M | -7.2% | +1.4% | -8.6% | -8.1% |
| YTD | -13.6% | +13.8% | -27.4% | -15.9% |
| 1Y | -25.1% | +55.8% | -80.9% | -29.4% |
| All | +61.0% | +681.7% | -620.6% | +32.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling