+992.8%
STX vs IBIT
+61.9%
+931.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -2.4% | +8.8% | +6.8% |
| 7D | +2.4% | +3.0% | -0.7% | +1.7% |
| 30D | +1.4% | +23.1% | -21.7% | -2.9% |
| 3M | -8.2% | +25.6% | -33.8% | -12.3% |
| 6M | +127.0% | +9.1% | +117.9% | +122.3% |
| YTD | +209.1% | -8.9% | +218.1% | +208.3% |
| 1Y | +365.4% | -27.5% | +392.9% | +377.7% |
| All | +992.8% | +61.9% | +931.0% | +940.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IBIT.
Daily Out/Under-Performance
Portfolio return minus IBIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBIT 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 IBIT 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