-20.7%
IBIT vs XLB
+29.8%
-50.6%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.5% | +0.4% | +1.6% |
| 7D | -1.8% | +3.9% | -5.7% | -3.8% |
| 30D | -6.7% | +8.9% | -15.5% | -11.0% |
| 3M | +24.6% | +4.1% | +20.4% | +21.8% |
| 6M | -0.2% | +7.3% | -7.5% | -4.4% |
| YTD | -8.7% | +20.4% | -29.1% | -17.2% |
| 1Y | -20.7% | +29.5% | -50.3% | -31.1% |
| All | -20.7% | +29.8% | -50.6% | -31.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XLB.
Daily Out/Under-Performance
Portfolio return minus XLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLB 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 XLB 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