+243.0%
TER vs IBIT
+61.9%
+181.1%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -2.4% | +7.9% | +6.2% |
| 7D | +0.6% | +3.0% | -2.4% | -0.4% |
| 30D | -8.3% | +23.1% | -31.4% | -14.0% |
| 3M | -12.2% | +25.6% | -37.8% | -18.0% |
| 6M | +17.1% | +9.1% | +7.9% | +13.8% |
| YTD | +84.7% | -8.9% | +93.6% | +86.1% |
| 1Y | +199.9% | -27.5% | +227.4% | +217.2% |
| All | +243.0% | +61.9% | +181.1% | +199.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling