-30.0%
IBIT vs MXL
+277.9%
-307.9%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -5.4% | +1.9% | -3.2% |
| 7D | -9.2% | +13.4% | -22.6% | -9.8% |
| 30D | -15.8% | -29.2% | +13.4% | -14.7% |
| 3M | +8.5% | -27.2% | +35.8% | +9.5% |
| 6M | -13.7% | -36.4% | +22.7% | -13.6% |
| YTD | -21.6% | +220.0% | -241.6% | -40.1% |
| 1Y | -30.0% | +304.8% | -334.7% | -49.7% |
| All | -30.0% | +277.9% | -307.9% | -49.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MXL.
Daily Out/Under-Performance
Portfolio return minus MXL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MXL 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 MXL 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