+64.0%
IBIT vs TRV
+98.3%
-34.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.5% | -1.9% | -1.4% |
| 7D | -5.8% | -1.5% | -4.3% | -5.6% |
| 30D | +21.5% | -1.8% | +23.3% | +21.8% |
| 3M | +24.5% | +21.6% | +2.9% | +21.0% |
| 6M | +10.0% | +22.5% | -12.5% | +6.8% |
| YTD | -12.0% | +28.1% | -40.2% | -15.3% |
| 1Y | -32.3% | +37.0% | -69.3% | -36.0% |
| All | +64.0% | +98.3% | -34.3% | +40.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 TRV 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