+12.9%
TQQQ vs IBIT
-23.0%
+35.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.9% | -0.1% | +0.9% |
| 7D | -14.0% | -1.8% | -12.2% | -12.8% |
| 30D | -25.1% | -6.7% | -18.5% | -21.4% |
| 3M | -16.7% | +24.6% | -41.2% | -27.3% |
| 6M | -3.7% | -0.2% | -3.6% | -4.1% |
| YTD | +18.8% | -8.7% | +27.5% | +19.2% |
| 1Y | +12.9% | -20.7% | +33.6% | +23.1% |
| All | +12.9% | -23.0% | +35.9% | +23.1% |
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