+24.5%
IGV vs IBIT
+51.5%
-26.9%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.3% | +3.9% | +2.9% |
| 7D | -0.4% | -2.4% | +1.9% | +0.1% |
| 30D | -9.9% | -9.1% | -0.9% | -8.0% |
| 3M | -1.2% | +15.0% | -16.2% | -4.2% |
| 6M | +11.3% | -6.9% | +18.2% | +12.6% |
| YTD | -4.0% | -14.8% | +10.8% | -2.1% |
| 1Y | -7.3% | -28.1% | +20.8% | -2.4% |
| All | +24.5% | +51.5% | -26.9% | +15.0% |
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