-32.3%
IBIT vs TRI
-42.8%
+10.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.3% | -0.1% | -1.3% |
| 7D | -5.8% | -14.4% | +8.6% | -4.6% |
| 30D | +21.5% | -8.1% | +29.6% | +22.4% |
| 3M | +24.5% | +17.5% | +7.0% | +23.0% |
| 6M | +10.0% | -5.0% | +15.0% | +12.7% |
| YTD | -12.0% | -24.7% | +12.7% | -10.9% |
| 1Y | -32.3% | -41.5% | +9.2% | -32.2% |
| All | -32.3% | -42.8% | +10.4% | -32.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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