-30.8%
IBIT vs DBX
+3.8%
-34.6%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -1.0% | -1.4% |
| 7D | -5.4% | -7.3% | +1.9% | -4.4% |
| 30D | -10.5% | -5.7% | -4.8% | -9.8% |
| 3M | +15.0% | -6.3% | +21.4% | +15.6% |
| 6M | -8.3% | +12.1% | -20.4% | -10.0% |
| YTD | -16.1% | +16.5% | -32.6% | -18.3% |
| 1Y | -30.8% | +6.1% | -36.8% | -28.0% |
| All | -30.8% | +3.8% | -34.6% | -28.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DBX.
Daily Out/Under-Performance
Portfolio return minus DBX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DBX 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 1y: compounded portfolio wealth divided by compounded DBX 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…
1y analysis · Full analysis span regression · 6 months rolling