+64.0%
IBIT vs TPG
+30.8%
+33.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.0% | +2.7% | +0.5% |
| 7D | -5.8% | -11.8% | +6.1% | 0.0% |
| 30D | +21.5% | -6.3% | +27.8% | +24.8% |
| 3M | +24.5% | +13.6% | +10.9% | +15.7% |
| 6M | +10.0% | +13.8% | -3.8% | +1.2% |
| YTD | -12.0% | -23.7% | +11.7% | -0.6% |
| 1Y | -32.3% | -18.2% | -14.1% | -26.8% |
| All | +64.0% | +30.8% | +33.2% | +11.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TPG.
Daily Out/Under-Performance
Portfolio return minus TPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPG 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 3y: compounded portfolio wealth divided by compounded TPG 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…
3y analysis · Full analysis span regression · 6 months rolling