-27.5%
IBIT vs RGEN
+45.2%
-72.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.2% | -1.2% | -2.2% |
| 7D | +3.0% | -4.9% | +7.9% | +3.9% |
| 30D | +23.1% | +5.7% | +17.4% | +22.2% |
| 3M | +25.6% | +32.4% | -6.9% | +19.8% |
| 6M | +9.1% | +33.2% | -24.0% | +3.1% |
| YTD | -8.9% | +2.3% | -11.2% | -8.1% |
| 1Y | -27.5% | +39.0% | -66.5% | -29.9% |
| All | -27.5% | +45.2% | -72.7% | -29.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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