+61.0%
IBIT vs TT
+66.6%
-5.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.4% | -2.7% | -1.1% |
| 7D | -1.1% | -2.0% | +0.9% | -0.4% |
| 30D | -9.2% | -14.0% | +4.8% | -4.6% |
| 3M | +17.5% | -15.9% | +33.4% | +24.1% |
| 6M | -7.2% | -17.3% | +10.2% | -1.8% |
| YTD | -13.6% | +4.0% | -17.6% | -16.0% |
| 1Y | -25.1% | -7.1% | -18.0% | -24.0% |
| All | +61.0% | +66.6% | -5.6% | +46.1% |
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