+51.6%
IBIT vs THC
+259.1%
-207.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.1% | -2.4% | -4.3% |
| 7D | -6.2% | +0.1% | -6.3% | -6.2% |
| 30D | -14.4% | +7.5% | -21.8% | -14.8% |
| 3M | +12.5% | +7.5% | +4.9% | +11.8% |
| 6M | -11.9% | +46.4% | -58.3% | -14.6% |
| YTD | -18.7% | +44.4% | -63.1% | -21.3% |
| 1Y | -29.9% | +43.4% | -73.4% | -32.2% |
| All | +51.6% | +259.1% | -207.5% | +50.2% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 THC 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