+61.0%
IBIT vs XME
+65.6%
-4.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.4% | -3.7% | -2.2% |
| 7D | -1.1% | -4.5% | +3.4% | +1.3% |
| 30D | -9.2% | -10.9% | +1.7% | -3.4% |
| 3M | +17.5% | -15.3% | +32.8% | +27.5% |
| 6M | -7.2% | -24.6% | +17.5% | +6.7% |
| YTD | -13.6% | -9.6% | -4.0% | -11.5% |
| 1Y | -25.1% | +2.9% | -28.0% | -29.1% |
| All | +61.0% | +65.6% | -4.5% | +7.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling