-30.0%
IBIT vs XHB
-2.2%
-27.8%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.7% | -4.3% | -3.6% |
| 7D | -9.2% | -0.2% | -9.0% | -9.2% |
| 30D | -15.8% | +9.9% | -25.7% | -16.9% |
| 3M | +8.5% | -6.3% | +14.8% | +9.5% |
| 6M | -13.7% | +3.8% | -17.5% | -15.1% |
| YTD | -21.6% | +0.1% | -21.7% | -22.3% |
| 1Y | -30.0% | -0.8% | -29.1% | -30.8% |
| All | -30.0% | -2.2% | -27.8% | -30.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling