-10.1%
TSM vs IBIT
-7.6%
-2.4%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.3% | +6.7% | +6.5% |
| 7D | -7.6% | -1.1% | -6.4% | -6.8% |
| 30D | -20.5% | -9.2% | -11.3% | -17.7% |
| 3M | -10.0% | +17.5% | -27.5% | -13.5% |
| 6M | -10.1% | -7.2% | -2.9% | -10.7% |
| All | -10.1% | -7.6% | -2.4% | -10.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling