+182.6%
TQQQ vs IBIT
+56.3%
+126.3%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.4% | -1.9% | -2.6% |
| 7D | -3.9% | -5.8% | +1.8% | -1.0% |
| 30D | -5.3% | +21.5% | -26.8% | -14.9% |
| 3M | +0.1% | +24.5% | -24.4% | -10.8% |
| 6M | +40.7% | +10.0% | +30.7% | +33.9% |
| YTD | +31.8% | -12.0% | +43.8% | +37.9% |
| 1Y | +48.2% | -32.3% | +80.5% | +75.5% |
| All | +182.6% | +56.3% | +126.3% | +151.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling