+46.2%
IBIT vs TRMB
+9.2%
+37.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.3% | -3.2% | -3.4% |
| 7D | -9.2% | +2.8% | -12.0% | -10.3% |
| 30D | -15.8% | -5.9% | -9.9% | -15.3% |
| 3M | +8.5% | -3.3% | +11.8% | +7.6% |
| 6M | -13.7% | +1.3% | -15.0% | -17.0% |
| YTD | -21.6% | -29.0% | +7.4% | -9.2% |
| 1Y | -30.0% | -27.8% | -2.2% | -19.8% |
| All | +46.2% | +9.2% | +37.0% | +28.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling