+56.5%
IBIT vs XYZ
+24.7%
+31.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.4% | +1.9% | -0.3% |
| 7D | -5.4% | +12.6% | -18.0% | -9.7% |
| 30D | -10.5% | +10.8% | -21.3% | -14.1% |
| 3M | +15.0% | +8.4% | +6.7% | +11.0% |
| 6M | -8.3% | +14.3% | -22.6% | -13.8% |
| YTD | -16.1% | +31.5% | -47.5% | -25.9% |
| 1Y | -30.8% | +28.1% | -58.9% | -38.5% |
| All | +56.5% | +24.7% | +31.8% | +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 all: 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…
all analysis · Full analysis span regression · 6 months rolling