-4.7%
TLT vs IBIT
+61.9%
-66.6%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.4% | +2.6% | +0.2% |
| 7D | -0.4% | +3.0% | -3.5% | -0.4% |
| 30D | -0.6% | +23.1% | -23.7% | -0.6% |
| 3M | -2.7% | +25.6% | -28.3% | -2.7% |
| 6M | -5.6% | +9.1% | -14.8% | -5.6% |
| YTD | -2.8% | -8.9% | +6.1% | -2.7% |
| 1Y | -1.4% | -27.5% | +26.0% | -1.5% |
| All | -4.7% | +61.9% | -66.6% | -6.0% |
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