+66.7%
IBIT vs TDY
+37.0%
+29.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -0.9% | -1.5% |
| 7D | +1.4% | -0.9% | +2.3% | +1.8% |
| 30D | +20.6% | -12.5% | +33.1% | +27.8% |
| 3M | +23.7% | -1.2% | +24.9% | +23.2% |
| 6M | +15.0% | -6.6% | +21.6% | +17.5% |
| YTD | -10.6% | +18.5% | -29.1% | -19.0% |
| 1Y | -30.3% | +10.8% | -41.1% | -34.8% |
| All | +66.7% | +37.0% | +29.7% | +36.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling