+66.3%
IBIT vs BOXX
+12.6%
+53.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | +1.1% | +0.1% | +1.1% | +0.8% |
| 30D | +22.2% | +0.3% | +21.9% | +19.9% |
| 3M | +26.0% | +1.0% | +25.1% | +17.9% |
| 6M | +13.2% | +1.9% | +11.3% | -2.7% |
| YTD | -10.8% | +2.6% | -13.4% | -27.5% |
| 1Y | -29.9% | +4.0% | -34.0% | -47.6% |
| All | +66.3% | +12.6% | +53.8% | +122.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BOXX.
Daily Out/Under-Performance
Portfolio return minus BOXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BOXX 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 all: compounded portfolio wealth divided by compounded BOXX 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…
all analysis · Full analysis span regression · 6 months rolling