+46.2%
IBIT vs RIG
-3.1%
+49.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +4.1% | -7.7% | -4.0% |
| 7D | -9.2% | +5.7% | -14.9% | -9.9% |
| 30D | -15.8% | -0.7% | -15.1% | -16.1% |
| 3M | +8.5% | -3.1% | +11.7% | +8.2% |
| 6M | -13.7% | -16.3% | +2.6% | -12.4% |
| YTD | -21.6% | +34.1% | -55.7% | -26.8% |
| 1Y | -30.0% | +38.2% | -68.1% | -34.9% |
| All | +46.2% | -3.1% | +49.4% | +42.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RIG.
Daily Out/Under-Performance
Portfolio return minus RIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIG 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 3y: compounded portfolio wealth divided by compounded RIG 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…
3y analysis · Full analysis span regression · 6 months rolling