+46.2%
IBIT vs XLB
+31.2%
+15.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.2% | -3.3% | -3.4% |
| 7D | -9.2% | +0.5% | -9.7% | -9.5% |
| 30D | -15.8% | +5.2% | -20.9% | -18.9% |
| 3M | +8.5% | +0.3% | +8.2% | +8.2% |
| 6M | -13.7% | +1.2% | -14.9% | -14.8% |
| YTD | -21.6% | +16.6% | -38.2% | -31.1% |
| 1Y | -30.0% | +21.4% | -51.4% | -40.6% |
| All | +46.2% | +31.2% | +15.0% | +15.8% |
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