+66.3%
IBIT vs XYZ
+15.7%
+50.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.6% | +0.1% |
| 7D | +1.1% | -3.7% | +4.9% | +2.6% |
| 30D | +22.2% | +0.5% | +21.7% | +21.8% |
| 3M | +26.0% | +16.3% | +9.8% | +18.4% |
| 6M | +13.2% | +21.1% | -8.0% | +4.2% |
| YTD | -10.8% | +22.0% | -32.8% | -18.8% |
| 1Y | -29.9% | +5.2% | -35.1% | -32.8% |
| All | +66.3% | +15.7% | +50.6% | +49.9% |
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