+66.7%
IBIT vs TRV
+96.6%
-30.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.0% | -0.9% | -1.7% |
| 7D | +1.4% | +0.5% | +1.0% | +1.4% |
| 30D | +20.6% | -4.9% | +25.5% | +21.3% |
| 3M | +23.7% | +23.7% | -0.1% | +19.9% |
| 6M | +15.0% | +20.3% | -5.3% | +11.9% |
| YTD | -10.6% | +27.1% | -37.6% | -13.9% |
| 1Y | -30.3% | +35.3% | -65.7% | -34.0% |
| All | +66.7% | +96.6% | -30.0% | +42.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling