+69.8%
IBIT vs TEAM
-22.9%
+92.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.6% | +0.2% | -2.1% |
| 7D | +3.0% | -0.4% | +3.5% | +3.1% |
| 30D | +23.1% | +67.3% | -44.2% | +14.5% |
| 3M | +25.6% | +86.8% | -61.2% | +14.3% |
| 6M | +9.1% | +146.8% | -137.7% | -6.5% |
| YTD | -8.9% | +16.9% | -25.8% | -9.4% |
| 1Y | -27.5% | +12.8% | -40.2% | -27.6% |
| All | +69.8% | -22.9% | +92.7% | +83.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling