-30.3%
IBIT vs XLB
+14.8%
-45.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.0% | -0.9% | -1.2% |
| 7D | +1.4% | -0.2% | +1.7% | +1.6% |
| 30D | +20.6% | -1.7% | +22.4% | +21.9% |
| 3M | +23.7% | +4.4% | +19.3% | +19.9% |
| 6M | +15.0% | +5.0% | +10.0% | +10.6% |
| YTD | -10.6% | +15.5% | -26.1% | -19.1% |
| 1Y | -30.3% | +14.9% | -45.2% | -36.6% |
| All | -30.3% | +14.8% | -45.1% | -36.6% |
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