-30.8%
IBIT vs EXC
+2.3%
-33.0%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.3% | -1.2% | -1.6% |
| 7D | -5.4% | +0.1% | -5.4% | -5.4% |
| 30D | -10.5% | +9.0% | -19.5% | -9.0% |
| 3M | +15.0% | +3.3% | +11.8% | +15.7% |
| 6M | -8.3% | +5.7% | -14.0% | -8.0% |
| YTD | -16.1% | +7.3% | -23.4% | -15.2% |
| 1Y | -30.8% | +2.9% | -33.7% | -28.4% |
| All | -30.8% | +2.3% | -33.0% | -28.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 EXC 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