+58.6%
IBIT vs TAP
-30.6%
+89.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.7% | +2.1% | +1.4% |
| 7D | -6.8% | -8.0% | +1.2% | -6.4% |
| 30D | -9.9% | +4.1% | -13.9% | -10.1% |
| 3M | +17.5% | -4.4% | +21.9% | +17.9% |
| 6M | -9.1% | -1.9% | -7.2% | -9.1% |
| YTD | -14.9% | -12.1% | -2.9% | -14.7% |
| 1Y | -27.6% | -12.0% | -15.6% | -27.5% |
| All | +58.6% | -30.6% | +89.3% | +66.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 3y: compounded portfolio wealth divided by compounded TAP 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…
3y analysis · Full analysis span regression · 6 months rolling