+46.2%
IBIT vs TECH
+0.9%
+45.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.1% | -3.6% | -3.5% |
| 7D | -9.2% | +0.1% | -9.3% | -9.2% |
| 30D | -15.8% | +0.5% | -16.3% | -15.9% |
| 3M | +8.5% | +1.1% | +7.4% | +8.3% |
| 6M | -13.7% | +62.8% | -76.5% | -21.6% |
| YTD | -21.6% | +24.5% | -46.0% | -25.2% |
| 1Y | -30.0% | +20.6% | -50.6% | -32.9% |
| All | +46.2% | +0.9% | +45.3% | +47.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling