+61.0%
IBIT vs TECH
+0.8%
+60.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.4% |
| 7D | -1.1% | +0.2% | -1.3% | -1.1% |
| 30D | -9.2% | +0.3% | -9.5% | -9.2% |
| 3M | +17.5% | +1.3% | +16.2% | +17.3% |
| 6M | -7.2% | +54.0% | -61.1% | -14.9% |
| YTD | -13.6% | +24.3% | -37.9% | -17.6% |
| 1Y | -25.1% | +25.8% | -50.9% | -28.9% |
| All | +61.0% | +0.8% | +60.2% | +62.4% |
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