+66.7%
IBIT vs REGN
-9.4%
+76.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | REGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.1% | +0.2% | -1.7% |
| 7D | +1.4% | -1.6% | +3.1% | +1.6% |
| 30D | +20.6% | +3.4% | +17.2% | +20.2% |
| 3M | +23.7% | +32.7% | -9.0% | +20.6% |
| 6M | +15.0% | +6.9% | +8.1% | +14.2% |
| YTD | -10.6% | +5.4% | -16.0% | -11.1% |
| 1Y | -30.3% | +45.8% | -76.2% | -32.1% |
| All | +66.7% | -9.4% | +76.1% | +80.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling