-30.0%
IBIT vs SLB
+46.1%
-76.1%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.5% | -5.0% | -3.8% |
| 7D | -9.2% | +3.5% | -12.7% | -9.7% |
| 30D | -15.8% | +6.5% | -22.3% | -16.6% |
| 3M | +8.5% | -0.2% | +8.8% | +8.2% |
| 6M | -13.7% | -5.7% | -8.0% | -12.6% |
| YTD | -21.6% | +36.8% | -58.4% | -27.6% |
| 1Y | -30.0% | +45.8% | -75.7% | -34.8% |
| All | -30.0% | +46.1% | -76.1% | -34.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SLB.
Daily Out/Under-Performance
Portfolio return minus SLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SLB 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 SLB 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