+46.2%
IBIT vs NXT
+128.9%
-82.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.5% | -5.0% | -3.7% |
| 7D | -9.2% | -9.4% | +0.2% | -7.9% |
| 30D | -15.8% | +15.1% | -30.9% | -17.6% |
| 3M | +8.5% | -9.1% | +17.6% | +9.5% |
| 6M | -13.7% | -30.3% | +16.6% | -10.3% |
| YTD | -21.6% | +9.1% | -30.7% | -24.3% |
| 1Y | -30.0% | +7.9% | -37.8% | -32.4% |
| All | +46.2% | +128.9% | -82.7% | +29.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling