+66.7%
IBIT vs SHEL
+66.5%
+0.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.5% | -4.4% | -2.6% |
| 7D | +1.4% | +1.9% | -0.5% | +0.9% |
| 30D | +20.6% | +8.7% | +12.0% | +17.7% |
| 3M | +23.7% | +11.0% | +12.7% | +19.6% |
| 6M | +15.0% | +14.6% | +0.4% | +9.2% |
| YTD | -10.6% | +33.3% | -43.9% | -19.6% |
| 1Y | -30.3% | +37.9% | -68.2% | -37.9% |
| All | +66.7% | +66.5% | +0.2% | +41.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling