+58.6%
IBIT vs XRT
+36.2%
+22.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.4% | +1.4% |
| 7D | -6.8% | -1.4% | -5.4% | -6.0% |
| 30D | -9.9% | +9.8% | -19.6% | -15.5% |
| 3M | +17.5% | +3.3% | +14.3% | +14.6% |
| 6M | -9.1% | +13.6% | -22.7% | -17.6% |
| YTD | -14.9% | +9.1% | -24.0% | -20.4% |
| 1Y | -27.6% | +15.1% | -42.7% | -35.0% |
| All | +58.6% | +36.2% | +22.4% | +18.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 10y: compounded portfolio wealth divided by compounded XRT 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…
10y analysis · Full analysis span regression · 6 months rolling