+64.0%
IBIT vs NRG
+129.8%
-65.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.2% | +1.8% | -0.8% |
| 7D | -5.8% | -0.2% | -5.6% | -5.8% |
| 30D | +21.5% | -6.8% | +28.3% | +22.8% |
| 3M | +24.5% | -7.1% | +31.6% | +24.8% |
| 6M | +10.0% | -27.6% | +37.6% | +15.6% |
| YTD | -12.0% | -29.2% | +17.2% | -7.3% |
| 1Y | -32.3% | -29.9% | -2.4% | -28.6% |
| All | +64.0% | +129.8% | -65.8% | +21.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling