-20.7%
IBIT vs REGN
+45.3%
-66.0%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | REGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -4.4% | +7.3% | +3.2% |
| 7D | -1.8% | +14.4% | -16.2% | -2.9% |
| 30D | -6.7% | +28.1% | -34.8% | -9.5% |
| 3M | +24.6% | +22.5% | +2.1% | +21.7% |
| 6M | -0.2% | +31.6% | -31.7% | -3.3% |
| YTD | -8.7% | +21.0% | -29.7% | -10.1% |
| 1Y | -20.7% | +49.0% | -69.7% | -20.5% |
| All | -20.7% | +45.3% | -66.0% | -20.5% |
Cumulative growth
Daily Returns
Daily percentage return beside REGN.
Daily Out/Under-Performance
Portfolio return minus REGN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × REGN 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 REGN 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