+64.0%
IBIT vs TDY
+35.0%
+29.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.6% | -1.5% |
| 7D | -5.8% | -1.9% | -3.9% | -5.0% |
| 30D | +21.5% | -12.5% | +34.0% | +28.8% |
| 3M | +24.5% | -0.8% | +25.3% | +23.7% |
| 6M | +10.0% | -9.0% | +19.0% | +13.8% |
| YTD | -12.0% | +16.8% | -28.8% | -19.8% |
| 1Y | -32.3% | +9.5% | -41.8% | -36.3% |
| All | +64.0% | +35.0% | +29.0% | +34.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TDY.
Daily Out/Under-Performance
Portfolio return minus TDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDY 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 5y: compounded portfolio wealth divided by compounded TDY 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…
5y analysis · Full analysis span regression · 6 months rolling