+66.3%
IBIT vs TRI
-28.7%
+95.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.9% | +1.6% | +0.1% |
| 7D | +1.1% | -8.4% | +9.5% | +2.5% |
| 30D | +22.2% | -6.5% | +28.7% | +23.5% |
| 3M | +26.0% | +18.6% | +7.5% | +21.6% |
| 6M | +13.2% | -10.4% | +23.6% | +17.1% |
| YTD | -10.8% | -23.7% | +12.9% | -4.1% |
| 1Y | -29.9% | -42.5% | +12.5% | -17.3% |
| All | +66.3% | -28.7% | +95.1% | +59.8% |
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