+66.7%
IBIT vs XLB
+29.9%
+36.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.0% | -0.9% | -1.1% |
| 7D | +1.4% | -0.2% | +1.7% | +1.6% |
| 30D | +20.6% | -1.7% | +22.4% | +22.2% |
| 3M | +23.7% | +4.4% | +19.3% | +19.3% |
| 6M | +15.0% | +5.0% | +10.0% | +10.1% |
| YTD | -10.6% | +15.5% | -26.1% | -20.8% |
| 1Y | -30.3% | +14.9% | -45.2% | -38.1% |
| All | +66.7% | +29.9% | +36.8% | +33.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling