+308.1%
TSM vs IBIT
+39.4%
+268.7%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.5% | +1.9% | -0.9% |
| 7D | +6.2% | -9.2% | +15.4% | +8.5% |
| 30D | -7.3% | -15.8% | +8.5% | -3.5% |
| 3M | -7.1% | +8.5% | -15.7% | -8.7% |
| 6M | +0.2% | -13.7% | +13.9% | +3.2% |
| YTD | +32.2% | -21.6% | +53.8% | +37.7% |
| 1Y | +42.8% | -30.0% | +72.7% | +51.8% |
| All | +308.1% | +39.4% | +268.7% | +315.1% |
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 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