-29.7%
IBIT vs TFC
+16.9%
-46.6%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.9% | -3.2% | -1.6% |
| 7D | -2.4% | +0.3% | -2.7% | -2.4% |
| 30D | -9.1% | +9.2% | -18.2% | -10.2% |
| 3M | +15.0% | -2.9% | +17.9% | +15.3% |
| 6M | -6.9% | +3.5% | -10.4% | -8.3% |
| YTD | -14.8% | +5.4% | -20.2% | -16.5% |
| All | -29.7% | +16.9% | -46.6% | -33.0% |
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