+64.4%
IBIT vs TRU
+17.4%
+47.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.0% | -0.8% | -0.1% |
| 7D | -3.2% | -2.7% | -0.5% | -2.5% |
| 30D | +22.0% | -2.0% | +24.0% | +22.7% |
| 3M | +21.4% | +18.4% | +3.0% | +15.0% |
| 6M | +9.2% | +8.9% | +0.4% | +5.3% |
| YTD | -11.8% | -8.9% | -2.9% | -10.5% |
| 1Y | -32.7% | -15.9% | -16.8% | -30.0% |
| All | +64.4% | +17.4% | +47.0% | +56.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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