+69.8%
IBIT vs XLB
+31.2%
+38.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.3% | -2.1% | -2.2% |
| 7D | +3.0% | -1.4% | +4.4% | +4.1% |
| 30D | +23.1% | -0.4% | +23.5% | +23.4% |
| 3M | +25.6% | +2.0% | +23.6% | +23.4% |
| 6M | +9.1% | +1.8% | +7.3% | +7.3% |
| YTD | -8.9% | +16.6% | -25.5% | -19.9% |
| 1Y | -27.5% | +16.9% | -44.4% | -36.4% |
| All | +69.8% | +31.2% | +38.7% | +34.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling