-30.8%
IBIT vs TE
-49.5%
+18.8%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -9.6% | +8.1% | -0.5% |
| 7D | -5.4% | -26.9% | +21.5% | -2.2% |
| 30D | -10.5% | -38.9% | +28.5% | -6.0% |
| 3M | +15.0% | -61.0% | +76.1% | +25.9% |
| 6M | -8.3% | -66.4% | +58.1% | -2.1% |
| YTD | -16.1% | -69.0% | +53.0% | -11.0% |
| 1Y | -30.8% | -54.0% | +23.2% | -32.4% |
| All | -30.8% | -49.5% | +18.8% | -32.4% |
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