+59.2%
TQQQ vs IBIT
-28.1%
+87.3%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.4% | +2.9% | +1.9% |
| 7D | +0.7% | +3.0% | -2.3% | -1.1% |
| 30D | -0.6% | +23.1% | -23.8% | -13.3% |
| 3M | -14.9% | +25.6% | -40.5% | -26.0% |
| 6M | +44.6% | +9.1% | +35.4% | +36.0% |
| YTD | +37.8% | -8.9% | +46.7% | +40.0% |
| 1Y | +59.2% | -27.5% | +86.6% | +95.4% |
| All | +59.2% | -28.1% | +87.3% | +95.4% |
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