+58.6%
IBIT vs XYZ
+24.9%
+33.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.2% | +1.3% |
| 7D | -6.8% | -2.2% | -4.6% | -6.1% |
| 30D | -9.9% | +11.6% | -21.4% | -13.8% |
| 3M | +17.5% | +8.4% | +9.1% | +13.3% |
| 6M | -9.1% | +17.2% | -26.3% | -15.3% |
| YTD | -14.9% | +31.7% | -46.6% | -25.0% |
| 1Y | -27.6% | +30.1% | -57.7% | -36.1% |
| All | +58.6% | +24.9% | +33.7% | +38.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 XYZ 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