+58.9%
IBIT vs TEAM
-37.0%
+95.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.8% | -2.1% | -1.4% |
| 7D | -2.4% | -17.2% | +14.8% | -0.1% |
| 30D | -9.1% | -25.1% | +16.0% | -5.7% |
| 3M | +15.0% | +3.9% | +11.1% | +14.1% |
| 6M | -6.9% | +69.1% | -76.0% | -15.0% |
| YTD | -14.8% | -4.5% | -10.3% | -13.2% |
| 1Y | -28.1% | -1.9% | -26.3% | -27.3% |
| All | +58.9% | -37.0% | +95.9% | +75.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TEAM.
Daily Out/Under-Performance
Portfolio return minus TEAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEAM 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 10y: compounded portfolio wealth divided by compounded TEAM 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…
10y analysis · Full analysis span regression · 6 months rolling