+66.7%
IBIT vs TRMB
+15.4%
+51.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.2% | -0.7% | -1.3% |
| 7D | +1.4% | -0.3% | +1.7% | +1.6% |
| 30D | +20.6% | -1.2% | +21.9% | +21.4% |
| 3M | +23.7% | +9.6% | +14.1% | +17.3% |
| 6M | +15.0% | -16.1% | +31.1% | +25.5% |
| YTD | -10.6% | -25.0% | +14.4% | +3.3% |
| 1Y | -30.3% | -27.7% | -2.6% | -18.1% |
| All | +66.7% | +15.4% | +51.3% | +46.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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