+136.0%
TQQQ vs IBIT
+39.4%
+96.6%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -3.5% | -0.2% | -1.8% |
| 7D | +10.4% | -9.2% | +19.6% | +16.2% |
| 30D | -22.2% | -15.8% | -6.4% | -13.9% |
| 3M | -25.1% | +8.5% | -33.6% | -27.7% |
| 6M | -25.0% | -13.7% | -11.3% | -18.5% |
| YTD | +10.1% | -21.6% | +31.6% | +23.9% |
| 1Y | +11.0% | -30.0% | +41.0% | +31.6% |
| All | +136.0% | +39.4% | +96.6% | +126.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling