+66.7%
IBIT vs NXT
+105.9%
-39.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.1% | -3.0% | -2.0% |
| 7D | +1.4% | +2.9% | -1.4% | +1.0% |
| 30D | +20.6% | -17.2% | +37.9% | +23.8% |
| 3M | +23.7% | -32.0% | +55.7% | +30.0% |
| 6M | +15.0% | -15.8% | +30.8% | +16.0% |
| YTD | -10.6% | -1.9% | -8.7% | -12.0% |
| 1Y | -30.3% | +22.5% | -52.8% | -33.7% |
| All | +66.7% | +105.9% | -39.2% | +50.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 10y: compounded portfolio wealth divided by compounded NXT 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…
10y analysis · Full analysis span regression · 6 months rolling