+69.8%
IBIT vs TECH
+0.3%
+69.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | 0.0% | -2.4% | -2.4% |
| 7D | +3.0% | +0.1% | +2.9% | +3.0% |
| 30D | +23.1% | +0.7% | +22.4% | +23.0% |
| 3M | +25.6% | +36.3% | -10.8% | +18.2% |
| 6M | +9.1% | +25.6% | -16.4% | +3.7% |
| YTD | -8.9% | +23.7% | -32.6% | -13.1% |
| 1Y | -27.5% | +37.6% | -65.1% | -32.5% |
| All | +69.8% | +0.3% | +69.5% | +71.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling