+46.2%
IBIT vs TRV
+117.6%
-71.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | 0.0% | -3.5% | -3.5% |
| 7D | -9.2% | +2.0% | -11.2% | -9.4% |
| 30D | -15.8% | +6.7% | -22.5% | -16.4% |
| 3M | +8.5% | +9.4% | -0.8% | +7.4% |
| 6M | -13.7% | +37.7% | -51.4% | -17.5% |
| YTD | -21.6% | +40.6% | -62.2% | -25.3% |
| 1Y | -30.0% | +42.4% | -72.4% | -33.5% |
| All | +46.2% | +117.6% | -71.4% | +23.8% |
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