+66.7%
IBIT vs TECH
+0.1%
+66.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.2% | -1.7% | -1.8% |
| 7D | +1.4% | +0.2% | +1.3% | +1.4% |
| 30D | +20.6% | +0.1% | +20.5% | +20.6% |
| 3M | +23.7% | +37.5% | -13.8% | +16.2% |
| 6M | +15.0% | +34.6% | -19.6% | +7.5% |
| YTD | -10.6% | +23.5% | -34.1% | -14.6% |
| 1Y | -30.3% | +34.4% | -64.7% | -34.9% |
| All | +66.7% | +0.1% | +66.5% | +68.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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