-30.8%
IBIT vs TXT
+5.9%
-36.7%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.7% | -3.2% | -1.6% |
| 7D | -5.4% | -1.1% | -4.3% | -5.3% |
| 30D | -10.5% | +17.1% | -27.5% | -11.6% |
| 3M | +15.0% | -2.6% | +17.7% | +16.0% |
| 6M | -8.3% | -4.6% | -3.7% | -7.2% |
| YTD | -16.1% | -0.3% | -15.7% | -18.3% |
| 1Y | -30.8% | +5.9% | -36.7% | -38.5% |
| All | -30.8% | +5.9% | -36.7% | -38.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TXT.
Daily Out/Under-Performance
Portfolio return minus TXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXT 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 TXT 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