-30.0%
IBIT vs XYZ
+29.4%
-59.3%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +2.8% | -6.3% | -4.3% |
| 7D | -9.2% | -1.1% | -8.1% | -8.9% |
| 30D | -15.8% | +11.5% | -27.3% | -18.6% |
| 3M | +8.5% | +1.8% | +6.7% | +7.5% |
| 6M | -13.7% | +21.2% | -34.9% | -19.1% |
| YTD | -21.6% | +29.9% | -51.5% | -29.6% |
| 1Y | -30.0% | +35.8% | -65.7% | -36.7% |
| All | -30.0% | +29.4% | -59.3% | -36.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling