+69.8%
IBIT vs EXR
-0.4%
+70.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.2% | -1.2% | -2.1% |
| 7D | +3.0% | -2.6% | +5.6% | +3.8% |
| 30D | +23.1% | -7.2% | +30.3% | +25.6% |
| 3M | +25.6% | -3.5% | +29.1% | +26.5% |
| 6M | +9.1% | -5.3% | +14.4% | +10.3% |
| YTD | -8.9% | +9.4% | -18.3% | -11.6% |
| 1Y | -27.5% | +1.3% | -28.8% | -28.2% |
| All | +69.8% | -0.4% | +70.2% | +60.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling