+56.5%
IBIT vs TEL
+70.5%
-14.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.1% | -1.3% |
| 7D | -5.4% | -0.9% | -4.5% | -5.1% |
| 30D | -10.5% | -0.2% | -10.2% | -10.5% |
| 3M | +15.0% | +2.0% | +13.0% | +13.6% |
| 6M | -8.3% | +6.4% | -14.7% | -11.6% |
| YTD | -16.1% | -3.2% | -12.8% | -17.0% |
| 1Y | -30.8% | -11.2% | -19.6% | -28.7% |
| All | +56.5% | +70.5% | -14.0% | +12.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling