+68.8%
TXN vs IBIT
+58.9%
+9.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.9% | +2.0% | +0.5% |
| 7D | +2.2% | +1.4% | +0.8% | +1.9% |
| 30D | -9.5% | +20.6% | -30.1% | -12.4% |
| 3M | -10.5% | +23.7% | -34.2% | -13.7% |
| 6M | +35.4% | +15.0% | +20.4% | +31.7% |
| YTD | +51.8% | -10.6% | +62.3% | +52.8% |
| 1Y | +42.9% | -30.3% | +73.3% | +49.9% |
| All | +68.8% | +58.9% | +9.9% | +58.8% |
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