+58.9%
IBIT vs TECH
+0.9%
+58.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.1% | -1.4% | -1.3% |
| 7D | -2.4% | +0.2% | -2.6% | -2.4% |
| 30D | -9.1% | +0.5% | -9.6% | -9.2% |
| 3M | +15.0% | +0.9% | +14.1% | +14.8% |
| 6M | -6.9% | +51.0% | -57.9% | -14.2% |
| YTD | -14.8% | +24.4% | -39.1% | -18.7% |
| 1Y | -28.1% | +27.6% | -55.7% | -32.0% |
| All | +58.9% | +0.9% | +58.0% | +60.3% |
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