+51.6%
IBIT vs NXT
+125.5%
-73.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -6.9% | +2.5% | -3.4% |
| 7D | -6.2% | -6.0% | -0.2% | -5.4% |
| 30D | -14.4% | +5.4% | -19.8% | -15.2% |
| 3M | +12.5% | -9.7% | +22.2% | +13.5% |
| 6M | -11.9% | -25.3% | +13.5% | -9.4% |
| YTD | -18.7% | +7.5% | -26.2% | -21.3% |
| 1Y | -29.9% | -3.0% | -26.9% | -31.3% |
| All | +51.6% | +125.5% | -73.9% | +34.7% |
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