+66.3%
IBIT vs XEL
+33.3%
+33.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | -0.1% |
| 7D | +1.1% | +0.9% | +0.2% | +1.0% |
| 30D | +22.2% | -0.9% | +23.1% | +22.3% |
| 3M | +26.0% | -1.4% | +27.5% | +26.1% |
| 6M | +13.2% | -5.8% | +19.0% | +14.1% |
| YTD | -10.8% | +4.7% | -15.5% | -11.9% |
| 1Y | -29.9% | +9.1% | -39.0% | -31.4% |
| All | +66.3% | +33.3% | +33.1% | +49.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 10y: compounded portfolio wealth divided by compounded XEL 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…
10y analysis · Full analysis span regression · 6 months rolling