-30.3%
IBIT vs EXEL
+52.8%
-83.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.3% | +0.4% | -1.6% |
| 7D | +1.4% | +1.4% | +0.1% | +1.3% |
| 30D | +20.6% | +6.7% | +14.0% | +19.7% |
| 3M | +23.7% | +11.5% | +12.2% | +22.3% |
| 6M | +15.0% | +38.8% | -23.8% | +11.0% |
| YTD | -10.6% | +31.6% | -42.2% | -13.6% |
| 1Y | -30.3% | +53.0% | -83.3% | -34.2% |
| All | -30.3% | +52.8% | -83.1% | -34.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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