+58.6%
IBIT vs TRI
-20.0%
+78.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.4% | +1.0% | +1.3% |
| 7D | -6.8% | -7.2% | +0.3% | -5.9% |
| 30D | -9.9% | +4.4% | -14.3% | -10.8% |
| 3M | +17.5% | +4.5% | +13.0% | +16.1% |
| 6M | -9.1% | +23.7% | -32.8% | -13.1% |
| YTD | -14.9% | -14.4% | -0.5% | -10.6% |
| 1Y | -27.6% | -17.4% | -10.2% | -23.1% |
| All | +58.6% | -20.0% | +78.7% | +48.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling