-30.3%
IBIT vs TXT
-2.3%
-28.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.6% | -2.5% | -2.0% |
| 7D | +1.4% | -0.2% | +1.7% | +1.5% |
| 30D | +20.6% | -11.1% | +31.7% | +23.5% |
| 3M | +23.7% | -13.0% | +36.7% | +27.2% |
| 6M | +15.0% | -16.2% | +31.2% | +19.0% |
| YTD | -10.6% | -8.7% | -1.9% | -11.8% |
| 1Y | -30.3% | -3.8% | -26.5% | -33.6% |
| All | -30.3% | -2.3% | -28.0% | -33.6% |
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