-20.7%
IBIT vs TEL
-8.6%
-12.1%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.2% | +2.7% | +2.8% |
| 7D | -1.8% | -0.5% | -1.3% | -1.6% |
| 30D | -6.7% | +0.6% | -7.2% | -6.8% |
| 3M | +24.6% | +2.0% | +22.6% | +23.5% |
| 6M | -0.2% | +8.1% | -8.3% | -3.4% |
| YTD | -8.7% | -2.2% | -6.5% | -11.5% |
| 1Y | -20.7% | -8.6% | -12.1% | -20.5% |
| All | -20.7% | -8.6% | -12.1% | -20.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TEL.
Daily Out/Under-Performance
Portfolio return minus TEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEL 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 TEL 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