+103.0%
TXN vs IBIT
+51.2%
+51.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.3% | +1.7% | +2.9% |
| 7D | -0.5% | -6.8% | +6.3% | +0.8% |
| 30D | +10.5% | -9.9% | +20.4% | +12.5% |
| 3M | +10.7% | +17.5% | -6.8% | +7.7% |
| 6M | +5.1% | -9.1% | +14.2% | +6.3% |
| YTD | +82.5% | -14.9% | +97.4% | +85.4% |
| 1Y | +98.2% | -27.6% | +125.8% | +106.7% |
| All | +103.0% | +51.2% | +51.8% | +92.6% |
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