+61.6%
IBIT vs SLB
+9.4%
+52.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -3.7% | -1.4% | -4.1% |
| 7D | -5.9% | -7.7% | +1.9% | -3.9% |
| 30D | -11.3% | -0.7% | -10.5% | -11.1% |
| 3M | +17.1% | 0.0% | +17.1% | +16.4% |
| 6M | -7.0% | -10.4% | +3.4% | -4.9% |
| YTD | -13.3% | +31.5% | -44.8% | -21.9% |
| 1Y | -27.0% | +39.1% | -66.1% | -35.6% |
| All | +61.6% | +9.4% | +52.2% | +52.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling