+61.6%
IBIT vs TPR
+278.6%
-217.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +7.1% | -12.1% | -6.6% |
| 7D | -5.9% | +13.9% | -19.7% | -8.6% |
| 30D | -11.3% | +14.9% | -26.2% | -14.2% |
| 3M | +17.1% | -15.4% | +32.5% | +21.1% |
| 6M | -7.0% | -4.5% | -2.5% | -7.3% |
| YTD | -13.3% | +6.0% | -19.3% | -16.0% |
| 1Y | -27.0% | +24.3% | -51.3% | -32.6% |
| All | +61.6% | +278.6% | -217.0% | -3.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling