+64.0%
IBIT vs RSG
+38.1%
+25.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -1.4% |
| 7D | -5.8% | -1.8% | -4.0% | -5.7% |
| 30D | +21.5% | +2.8% | +18.7% | +21.5% |
| 3M | +24.5% | +4.3% | +20.2% | +24.3% |
| 6M | +10.0% | -0.5% | +10.5% | +10.9% |
| YTD | -12.0% | +5.2% | -17.3% | -12.3% |
| 1Y | -32.3% | -2.1% | -30.2% | -31.3% |
| All | +64.0% | +38.1% | +25.9% | +76.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 RSG 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