+56.3%
T vs IBIT
+39.4%
+16.9%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.5% | +3.5% | -0.1% |
| 7D | +2.5% | -9.2% | +11.7% | +2.2% |
| 30D | -3.8% | -15.8% | +12.0% | -4.4% |
| 3M | -8.7% | +8.5% | -17.3% | -8.5% |
| 6M | -8.1% | -13.7% | +5.6% | -8.6% |
| YTD | -6.4% | -21.6% | +15.1% | -6.9% |
| 1Y | -9.8% | -30.0% | +20.2% | -10.4% |
| All | +56.3% | +39.4% | +16.9% | +62.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IBIT.
Daily Out/Under-Performance
Portfolio return minus IBIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBIT 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 IBIT 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