+58.9%
IBIT vs XHB
+14.6%
+44.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +3.6% | -4.9% | -2.8% |
| 7D | -2.4% | +1.3% | -3.7% | -2.9% |
| 30D | -9.1% | +11.8% | -20.9% | -13.4% |
| 3M | +15.0% | -3.8% | +18.8% | +16.6% |
| 6M | -6.9% | +4.1% | -11.0% | -9.7% |
| YTD | -14.8% | +4.0% | -18.7% | -18.1% |
| 1Y | -28.1% | +1.6% | -29.7% | -30.3% |
| All | +58.9% | +14.6% | +44.3% | +39.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling