+66.7%
IBIT vs TE
+203.0%
-136.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +10.0% | -11.9% | -3.0% |
| 7D | +1.4% | +18.2% | -16.8% | -0.5% |
| 30D | +20.6% | -13.5% | +34.1% | +22.1% |
| 3M | +23.7% | -44.6% | +68.3% | +30.0% |
| 6M | +15.0% | -24.7% | +39.7% | +13.1% |
| YTD | -10.6% | -24.3% | +13.7% | -12.8% |
| 1Y | -30.3% | +155.6% | -185.9% | -43.7% |
| All | +66.7% | +203.0% | -136.3% | +16.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling