-7.8%
IGV vs IBIT
-30.9%
+23.1%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.6% | -0.7% |
| 7D | -1.5% | +1.1% | -2.7% | -1.8% |
| 30D | -3.0% | +22.2% | -25.3% | -8.3% |
| 3M | +9.6% | +26.0% | -16.5% | +2.6% |
| 6M | +16.1% | +13.2% | +2.9% | +11.4% |
| YTD | -3.6% | -10.8% | +7.2% | -3.3% |
| 1Y | -7.8% | -29.9% | +22.1% | -0.6% |
| All | -7.8% | -30.9% | +23.1% | -0.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IBIT.
Daily Out/Under-Performance
Portfolio return minus IBIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBIT 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 1y: compounded portfolio wealth divided by compounded IBIT 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…
1y analysis · Full analysis span regression · 6 months rolling