+46.2%
IBIT vs XRT
+34.2%
+12.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.4% | -3.9% | -3.8% |
| 7D | -9.2% | +1.7% | -10.9% | -10.2% |
| 30D | -15.8% | +7.5% | -23.3% | -20.0% |
| 3M | +8.5% | +2.2% | +6.3% | +6.5% |
| 6M | -13.7% | +14.7% | -28.4% | -22.4% |
| YTD | -21.6% | +7.5% | -29.1% | -26.0% |
| 1Y | -30.0% | +14.1% | -44.1% | -36.8% |
| All | +46.2% | +34.2% | +12.0% | +10.1% |
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