+61.0%
IBIT vs RGEN
-1.6%
+62.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.0% | -3.3% | -0.9% |
| 7D | -1.1% | -1.9% | +0.8% | -0.7% |
| 30D | -9.2% | +3.7% | -12.9% | -9.8% |
| 3M | +17.5% | +8.8% | +8.7% | +15.4% |
| 6M | -7.2% | +38.0% | -45.1% | -13.2% |
| YTD | -13.6% | +5.9% | -19.5% | -15.3% |
| 1Y | -25.1% | +19.7% | -44.8% | -28.4% |
| All | +61.0% | -1.6% | +62.6% | +47.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling