+66.7%
IBIT vs XYZ
+16.7%
+49.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.2% | +1.4% | -0.7% |
| 7D | +1.4% | +2.9% | -1.4% | +0.4% |
| 30D | +20.6% | +1.4% | +19.2% | +19.8% |
| 3M | +23.7% | +14.6% | +9.1% | +16.9% |
| 6M | +15.0% | +20.8% | -5.8% | +6.0% |
| YTD | -10.6% | +23.1% | -33.7% | -18.8% |
| 1Y | -30.3% | +5.6% | -36.0% | -33.2% |
| All | +66.7% | +16.7% | +49.9% | +49.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling