+69.8%
IBIT vs RSG
+39.1%
+30.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.1% | -1.3% | -2.4% |
| 7D | +3.0% | +0.3% | +2.8% | +3.0% |
| 30D | +23.1% | +7.6% | +15.5% | +23.0% |
| 3M | +25.6% | +7.4% | +18.1% | +25.1% |
| 6M | +9.1% | -3.3% | +12.4% | +10.8% |
| YTD | -8.9% | +6.0% | -14.9% | -9.3% |
| 1Y | -27.5% | -3.7% | -23.8% | -25.9% |
| All | +69.8% | +39.1% | +30.7% | +82.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling