+66.7%
IBIT vs IAG
+737.9%
-671.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.8% | -0.1% | -1.6% |
| 7D | +1.4% | +4.3% | -2.8% | +0.9% |
| 30D | +20.6% | +9.8% | +10.9% | +19.1% |
| 3M | +23.7% | +28.9% | -5.2% | +19.3% |
| 6M | +15.0% | -7.6% | +22.6% | +14.7% |
| YTD | -10.6% | +22.0% | -32.5% | -13.6% |
| 1Y | -30.3% | +99.5% | -129.8% | -35.9% |
| All | +66.7% | +737.9% | -671.2% | +36.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling