-13.7%
IBIT vs XEL
+5.3%
-19.0%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.1% | -3.7% | -3.5% |
| 7D | -9.2% | +2.4% | -11.6% | -8.7% |
| 30D | -15.8% | +8.3% | -24.1% | -14.1% |
| 3M | +8.5% | +4.2% | +4.4% | +9.6% |
| 6M | -13.7% | +3.7% | -17.4% | -13.5% |
| All | -13.7% | +5.3% | -19.0% | -13.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling