-32.7%
IBIT vs NRG
-28.9%
-3.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.4% | -0.1% |
| 7D | -3.2% | -4.7% | +1.4% | -2.4% |
| 30D | +22.0% | -6.0% | +27.9% | +23.0% |
| 3M | +21.4% | -8.0% | +29.4% | +21.1% |
| 6M | +9.2% | -23.2% | +32.4% | +13.1% |
| YTD | -11.8% | -28.1% | +16.2% | -7.4% |
| 1Y | -32.7% | -27.3% | -5.4% | -27.6% |
| All | -32.7% | -28.9% | -3.8% | -27.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NRG.
Daily Out/Under-Performance
Portfolio return minus NRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NRG 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 NRG 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