+66.3%
IBIT vs RSG
+39.0%
+27.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.6% | -0.2% |
| 7D | +1.1% | 0.0% | +1.2% | +1.1% |
| 30D | +22.2% | +3.7% | +18.6% | +22.2% |
| 3M | +26.0% | +6.2% | +19.9% | +25.7% |
| 6M | +13.2% | -2.8% | +16.0% | +14.8% |
| YTD | -10.8% | +5.9% | -16.7% | -11.1% |
| 1Y | -29.9% | -1.8% | -28.2% | -28.9% |
| All | +66.3% | +39.0% | +27.3% | +78.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling