+139.7%
TER vs IBIT
+39.4%
+100.4%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -3.5% | -1.9% | -4.3% |
| 7D | +14.4% | -9.2% | +23.5% | +17.7% |
| 30D | -30.6% | -15.8% | -14.8% | -26.6% |
| 3M | -39.2% | +8.5% | -47.7% | -40.6% |
| 6M | -31.3% | -13.7% | -17.6% | -28.4% |
| YTD | +29.1% | -21.6% | +50.6% | +36.5% |
| 1Y | +47.4% | -30.0% | +77.4% | +59.7% |
| All | +139.7% | +39.4% | +100.4% | +119.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling