-27.5%
IBIT vs TPR
+18.6%
-46.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | 0.0% | -2.4% | -2.4% |
| 7D | +3.0% | -2.3% | +5.3% | +3.4% |
| 30D | +23.1% | -23.0% | +46.1% | +28.0% |
| 3M | +25.6% | -12.5% | +38.0% | +27.3% |
| 6M | +9.1% | -21.4% | +30.6% | +12.0% |
| YTD | -8.9% | -3.5% | -5.4% | -6.7% |
| 1Y | -27.5% | +17.4% | -44.8% | -29.7% |
| All | -27.5% | +18.6% | -46.1% | -29.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TPR.
Daily Out/Under-Performance
Portfolio return minus TPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPR 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 TPR 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