-27.6%
IBIT vs TFC
+15.8%
-43.4%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | -6.8% | -1.2% | -5.6% | -6.6% |
| 30D | -9.9% | +7.8% | -17.6% | -10.8% |
| 3M | +17.5% | -3.0% | +20.5% | +17.8% |
| 6M | -9.1% | +5.8% | -14.9% | -11.2% |
| YTD | -14.9% | +5.3% | -20.2% | -16.6% |
| 1Y | -27.6% | +15.7% | -43.3% | -30.3% |
| All | -27.6% | +15.8% | -43.4% | -30.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TFC.
Daily Out/Under-Performance
Portfolio return minus TFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TFC 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 TFC 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