+61.0%
IBIT vs EXR
+15.2%
+45.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.2% | -0.2% |
| 7D | -1.1% | +5.2% | -6.3% | -2.4% |
| 30D | -9.2% | +20.9% | -30.0% | -13.6% |
| 3M | +17.5% | +7.7% | +9.8% | +15.2% |
| 6M | -7.2% | +13.2% | -20.3% | -10.5% |
| YTD | -13.6% | +26.5% | -40.1% | -19.4% |
| 1Y | -25.1% | +27.2% | -52.3% | -30.3% |
| All | +61.0% | +15.2% | +45.8% | +45.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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