+43.2%
TER vs IBIT
-23.0%
+66.2%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +2.9% | -9.7% | -8.2% |
| 7D | -19.9% | -1.8% | -18.1% | -19.2% |
| 30D | -43.5% | -6.7% | -36.9% | -41.6% |
| 3M | -37.8% | +24.6% | -62.3% | -44.5% |
| 6M | -25.6% | -0.2% | -25.4% | -25.4% |
| YTD | +29.8% | -8.7% | +38.5% | +31.8% |
| 1Y | +43.2% | -20.7% | +63.9% | +59.3% |
| All | +43.2% | -23.0% | +66.2% | +59.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling