+66.7%
IBIT vs TSN
+5.8%
+60.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.7% | -3.5% | -1.9% |
| 7D | +1.4% | -5.0% | +6.5% | +1.6% |
| 30D | +20.6% | -9.1% | +29.7% | +21.3% |
| 3M | +23.7% | -7.4% | +31.1% | +24.2% |
| 6M | +15.0% | -13.4% | +28.4% | +16.2% |
| YTD | -10.6% | -8.5% | -2.1% | -10.1% |
| 1Y | -30.3% | -3.2% | -27.1% | -30.6% |
| All | +66.7% | +5.8% | +60.9% | +63.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TSN.
Daily Out/Under-Performance
Portfolio return minus TSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TSN 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 TSN 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