-32.7%
IBIT vs REGN
+41.3%
-74.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | REGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.5% | +1.7% | +0.4% |
| 7D | -3.2% | -5.6% | +2.4% | -2.5% |
| 30D | +22.0% | -2.0% | +23.9% | +22.2% |
| 3M | +21.4% | +28.0% | -6.5% | +17.3% |
| 6M | +9.2% | +1.2% | +8.1% | +9.0% |
| YTD | -11.8% | +1.6% | -13.5% | -12.0% |
| 1Y | -32.7% | +38.2% | -70.9% | -33.4% |
| All | -32.7% | +41.3% | -74.0% | -33.4% |
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