+66.3%
IBIT vs TRU
+16.4%
+49.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.5% | 0.0% |
| 7D | +1.1% | -6.5% | +7.6% | +3.1% |
| 30D | +22.2% | -2.5% | +24.7% | +23.2% |
| 3M | +26.0% | +10.4% | +15.7% | +21.8% |
| 6M | +13.2% | +1.6% | +11.5% | +11.5% |
| YTD | -10.8% | -9.7% | -1.1% | -9.2% |
| 1Y | -29.9% | -17.3% | -12.7% | -26.8% |
| All | +66.3% | +16.4% | +49.9% | +58.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling