+66.3%
IBIT vs TRGP
+268.2%
-201.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.0% | +0.8% | 0.0% |
| 7D | +1.1% | -0.7% | +1.9% | +1.3% |
| 30D | +22.2% | +9.5% | +12.8% | +19.6% |
| 3M | +26.0% | +10.8% | +15.2% | +22.4% |
| 6M | +13.2% | +25.3% | -12.1% | +5.5% |
| YTD | -10.8% | +60.3% | -71.1% | -23.0% |
| 1Y | -29.9% | +84.6% | -114.5% | -42.5% |
| All | +66.3% | +268.2% | -201.9% | +11.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 10y: compounded portfolio wealth divided by compounded TRGP 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…
10y analysis · Full analysis span regression · 6 months rolling