+66.3%
IBIT vs XHB
+6.7%
+59.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.5% | +1.3% | +0.4% |
| 7D | +1.1% | -1.9% | +3.1% | +2.0% |
| 30D | +22.2% | -8.3% | +30.6% | +26.6% |
| 3M | +26.0% | -7.1% | +33.2% | +29.0% |
| 6M | +13.2% | -5.3% | +18.4% | +14.2% |
| YTD | -10.8% | -3.2% | -7.6% | -11.6% |
| 1Y | -29.9% | -13.9% | -16.1% | -26.2% |
| All | +66.3% | +6.7% | +59.6% | +50.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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