+69.8%
IBIT vs TT
+85.7%
-15.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.8% | -3.3% | -2.7% |
| 7D | +3.0% | 0.0% | +3.0% | +3.0% |
| 30D | +23.1% | -7.2% | +30.3% | +26.0% |
| 3M | +25.6% | -3.0% | +28.5% | +26.0% |
| 6M | +9.1% | +1.4% | +7.8% | +7.5% |
| YTD | -8.9% | +15.9% | -24.8% | -14.4% |
| 1Y | -27.5% | +9.4% | -36.9% | -30.3% |
| All | +69.8% | +85.7% | -15.9% | +48.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling