+58.6%
IBIT vs TPR
+276.2%
-217.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.7% | +3.0% | +1.7% |
| 7D | -6.8% | +6.4% | -13.2% | -8.2% |
| 30D | -9.9% | +13.8% | -23.6% | -12.6% |
| 3M | +17.5% | -16.6% | +34.2% | +22.0% |
| 6M | -9.1% | +0.7% | -9.8% | -10.3% |
| YTD | -14.9% | +5.3% | -20.3% | -17.4% |
| 1Y | -27.6% | +32.4% | -60.0% | -34.4% |
| All | +58.6% | +276.2% | -217.6% | -4.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling