-28.6%
IBIT vs SHEL
+31.3%
-59.9%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.6% | +0.1% | -1.3% |
| 7D | -5.4% | -6.7% | +1.3% | -4.5% |
| 30D | -10.5% | -2.9% | -7.6% | -10.4% |
| 3M | +15.0% | +9.1% | +6.0% | +11.8% |
| 6M | -8.3% | +17.9% | -26.2% | -14.0% |
| YTD | -16.1% | +36.0% | -52.1% | -31.8% |
| All | -28.6% | +31.3% | -59.9% | -39.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SHEL.
Daily Out/Under-Performance
Portfolio return minus SHEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHEL 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 SHEL 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