+66.3%
IBIT vs RGEN
-6.4%
+72.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.1% | +1.8% | +0.2% |
| 7D | +1.1% | -4.6% | +5.7% | +2.0% |
| 30D | +22.2% | +1.2% | +21.1% | +22.1% |
| 3M | +26.0% | +26.8% | -0.8% | +20.3% |
| 6M | +13.2% | +29.1% | -15.9% | +7.0% |
| YTD | -10.8% | +0.7% | -11.5% | -11.5% |
| 1Y | -29.9% | +39.1% | -69.0% | -34.8% |
| All | +66.3% | -6.4% | +72.7% | +54.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling