-30.0%
IBIT vs TOST
-7.5%
-22.4%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TOST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +3.5% | -7.0% | -4.2% |
| 7D | -9.2% | 0.0% | -9.2% | -9.2% |
| 30D | -15.8% | +16.2% | -32.0% | -18.5% |
| 3M | +8.5% | -1.5% | +10.1% | +8.8% |
| 6M | -13.7% | +55.3% | -69.0% | -22.5% |
| YTD | -21.6% | -2.3% | -19.2% | -26.1% |
| 1Y | -30.0% | -5.5% | -24.4% | -34.1% |
| All | -30.0% | -7.5% | -22.4% | -34.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TOST.
Daily Out/Under-Performance
Portfolio return minus TOST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TOST 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 TOST 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