+66.3%
IBIT vs TRV
+97.3%
-31.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.6% | -0.3% |
| 7D | +1.1% | +0.2% | +1.0% | +1.1% |
| 30D | +22.2% | -2.3% | +24.6% | +22.6% |
| 3M | +26.0% | +22.7% | +3.3% | +22.3% |
| 6M | +13.2% | +21.9% | -8.8% | +9.9% |
| YTD | -10.8% | +27.5% | -38.3% | -14.1% |
| 1Y | -29.9% | +36.2% | -66.2% | -33.7% |
| All | +66.3% | +97.3% | -31.0% | +42.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling