+66.7%
IBIT vs XHB
+8.3%
+58.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.4% | +0.6% | -0.8% |
| 7D | +1.4% | +0.2% | +1.3% | +1.4% |
| 30D | +20.6% | -9.1% | +29.7% | +25.4% |
| 3M | +23.7% | -2.3% | +26.0% | +23.6% |
| 6M | +15.0% | -4.1% | +19.1% | +15.5% |
| YTD | -10.6% | -1.7% | -8.9% | -12.0% |
| 1Y | -30.3% | -15.1% | -15.2% | -25.9% |
| All | +66.7% | +8.3% | +58.4% | +49.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling