+69.8%
IBIT vs TROW
+14.9%
+54.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.0% | -1.4% | -1.8% |
| 7D | +3.0% | -1.3% | +4.3% | +3.9% |
| 30D | +23.1% | -4.5% | +27.6% | +26.7% |
| 3M | +25.6% | +3.9% | +21.7% | +22.5% |
| 6M | +9.1% | +22.6% | -13.4% | -4.1% |
| YTD | -8.9% | +10.1% | -19.0% | -14.6% |
| 1Y | -27.5% | +3.6% | -31.0% | -29.7% |
| All | +69.8% | +14.9% | +54.9% | +51.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling