+28.3%
IGV vs IBIT
+61.9%
-33.5%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.4% | +0.2% | -1.7% |
| 7D | -4.5% | +3.0% | -7.5% | -5.1% |
| 30D | +3.2% | +23.1% | -19.9% | -1.4% |
| 3M | +4.5% | +25.6% | -21.0% | -0.7% |
| 6M | +22.1% | +9.1% | +13.0% | +19.1% |
| YTD | -1.0% | -8.9% | +7.9% | -0.5% |
| 1Y | -2.1% | -27.5% | +25.4% | +2.6% |
| All | +28.3% | +61.9% | -33.5% | +16.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling