-30.3%
IBIT vs TECH
+34.5%
-64.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | +18.3% |
| 6M | +15.0% | +34.6% | -19.6% | +9.4% |
| YTD | -10.6% | +23.5% | -34.1% | -12.2% |
| 1Y | -30.3% | +34.4% | -64.7% | -31.7% |
| All | -30.3% | +34.5% | -64.9% | -31.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling