+61.0%
IBIT vs TPR
+274.7%
-213.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.7% | -0.1% |
| 7D | -1.1% | +14.2% | -15.3% | -4.1% |
| 30D | -9.2% | +17.1% | -26.3% | -12.5% |
| 3M | +17.5% | -17.7% | +35.2% | +22.3% |
| 6M | -7.2% | -10.2% | +3.0% | -5.9% |
| YTD | -13.6% | +4.9% | -18.5% | -16.1% |
| 1Y | -25.1% | +36.1% | -61.2% | -32.7% |
| All | +61.0% | +274.7% | -213.7% | -3.1% |
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