+61.0%
IBIT vs TYL
-0.2%
+61.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TYL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.3% | +1.9% | 0.0% |
| 7D | -1.1% | +6.7% | -7.8% | -2.1% |
| 30D | -9.2% | +26.5% | -35.7% | -12.8% |
| 3M | +17.5% | +37.3% | -19.8% | +11.3% |
| 6M | -7.2% | +31.2% | -38.3% | -11.7% |
| YTD | -13.6% | -7.4% | -6.3% | -11.0% |
| 1Y | -25.1% | -9.6% | -15.6% | -22.5% |
| All | +61.0% | -0.2% | +61.2% | +58.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TYL.
Daily Out/Under-Performance
Portfolio return minus TYL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TYL 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 TYL 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