+56.5%
IBIT vs TT
+74.5%
-18.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.1% | -1.6% | -1.5% |
| 7D | -5.4% | +0.8% | -6.2% | -5.7% |
| 30D | -10.5% | -11.8% | +1.3% | -6.8% |
| 3M | +15.0% | -11.6% | +26.6% | +19.4% |
| 6M | -8.3% | -9.3% | +1.0% | -6.1% |
| YTD | -16.1% | +8.9% | -24.9% | -19.6% |
| 1Y | -30.8% | -2.2% | -28.5% | -30.9% |
| All | +56.5% | +74.5% | -18.0% | +39.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TT.
Daily Out/Under-Performance
Portfolio return minus TT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TT 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 TT 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