+66.7%
IBIT vs XEL
+34.5%
+32.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.5% | -3.4% | -2.1% |
| 7D | +1.4% | +1.3% | +0.1% | +1.2% |
| 30D | +20.6% | -1.5% | +22.1% | +20.8% |
| 3M | +23.7% | -0.2% | +23.9% | +23.5% |
| 6M | +15.0% | -5.4% | +20.4% | +15.9% |
| YTD | -10.6% | +5.6% | -16.2% | -11.8% |
| 1Y | -30.3% | +10.5% | -40.8% | -31.9% |
| All | +66.7% | +34.5% | +32.2% | +49.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling