+69.8%
IBIT vs SLB
+26.8%
+43.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.2% | -2.6% | -2.5% |
| 7D | +3.0% | +0.8% | +2.2% | +2.7% |
| 30D | +23.1% | +15.8% | +7.3% | +18.0% |
| 3M | +25.6% | -0.3% | +25.9% | +25.6% |
| 6M | +9.1% | +21.3% | -12.2% | +2.1% |
| YTD | -8.9% | +52.3% | -61.2% | -20.9% |
| 1Y | -27.5% | +63.6% | -91.1% | -38.7% |
| All | +69.8% | +26.8% | +43.1% | +54.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling