-30.0%
IBIT vs TE
-49.1%
+19.1%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -3.0% | -0.5% | -3.2% |
| 7D | -9.2% | -19.1% | +9.9% | -7.1% |
| 30D | -15.8% | -34.1% | +18.4% | -12.3% |
| 3M | +8.5% | -60.1% | +68.7% | +18.4% |
| 6M | -13.7% | -66.0% | +52.3% | -8.5% |
| YTD | -21.6% | -71.4% | +49.8% | -16.0% |
| 1Y | -30.0% | -45.3% | +15.3% | -32.8% |
| All | -30.0% | -49.1% | +19.1% | -32.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 1y: compounded portfolio wealth divided by compounded TE 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…
1y analysis · Full analysis span regression · 6 months rolling