+61.6%
IBIT vs TMF
-43.1%
+104.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +0.6% | -5.6% | -5.1% |
| 7D | -5.9% | +2.7% | -8.6% | -5.8% |
| 30D | -11.3% | +19.3% | -30.6% | -11.2% |
| 3M | +17.1% | -3.7% | +20.8% | +17.1% |
| 6M | -7.0% | -11.3% | +4.3% | -7.2% |
| YTD | -13.3% | -16.6% | +3.3% | -13.6% |
| 1Y | -27.0% | -21.1% | -5.8% | -27.2% |
| All | +61.6% | -43.1% | +104.7% | +62.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 all: compounded portfolio wealth divided by compounded TMF 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…
all analysis · Full analysis span regression · 6 months rolling