-30.0%
IBIT vs XME
-2.0%
-27.9%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.6% | -1.9% | -2.8% |
| 7D | -9.2% | +0.3% | -9.5% | -9.4% |
| 30D | -15.8% | -6.1% | -9.7% | -13.2% |
| 3M | +8.5% | -18.6% | +27.2% | +19.0% |
| 6M | -13.7% | -23.9% | +10.2% | -2.7% |
| YTD | -21.6% | -9.3% | -12.2% | -22.9% |
| 1Y | -30.0% | +1.8% | -31.7% | -37.3% |
| All | -30.0% | -2.0% | -27.9% | -37.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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