+66.7%
IBIT vs XLI
+60.5%
+6.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XLI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -1.4% |
| 7D | +1.4% | +1.0% | +0.5% | +0.6% |
| 30D | +20.6% | -5.8% | +26.4% | +27.3% |
| 3M | +23.7% | +0.7% | +23.0% | +21.5% |
| 6M | +15.0% | +3.2% | +11.8% | +9.7% |
| YTD | -10.6% | +13.0% | -23.6% | -22.5% |
| 1Y | -30.3% | +16.8% | -47.1% | -41.5% |
| All | +66.7% | +60.5% | +6.2% | +1.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XLI.
Daily Out/Under-Performance
Portfolio return minus XLI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLI 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 XLI 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