+66.3%
IBIT vs TROW
+12.8%
+53.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.5% | +1.3% | +0.7% |
| 7D | +1.1% | -1.5% | +2.6% | +2.1% |
| 30D | +22.2% | -5.3% | +27.5% | +26.4% |
| 3M | +26.0% | +2.9% | +23.1% | +23.6% |
| 6M | +13.2% | +22.2% | -9.0% | -0.4% |
| YTD | -10.8% | +8.1% | -18.9% | -15.4% |
| 1Y | -29.9% | +5.8% | -35.8% | -32.8% |
| All | +66.3% | +12.8% | +53.5% | +50.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 5y: compounded portfolio wealth divided by compounded TROW 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…
5y analysis · Full analysis span regression · 6 months rolling