+18.2%
TER vs IBIT
-26.6%
+44.7%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.3% | +2.9% | +2.7% |
| 7D | -20.5% | -1.1% | -19.4% | -19.7% |
| 30D | -47.0% | -9.2% | -37.8% | -44.2% |
| 3M | -43.3% | +17.5% | -60.8% | -47.6% |
| 6M | -42.9% | -7.2% | -35.7% | -40.5% |
| YTD | +12.9% | -13.6% | +26.5% | +17.6% |
| 1Y | +18.2% | -25.1% | +43.3% | +33.4% |
| All | +18.2% | -26.6% | +44.7% | +33.4% |
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