+58.9%
IBIT vs XLI
+55.8%
+3.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +3.8% | -5.1% | -4.8% |
| 7D | -2.4% | -0.5% | -1.9% | -2.0% |
| 30D | -9.1% | -0.2% | -8.9% | -9.0% |
| 3M | +15.0% | -8.6% | +23.6% | +24.7% |
| 6M | -6.9% | -2.0% | -4.9% | -6.4% |
| YTD | -14.8% | +9.7% | -24.5% | -24.2% |
| 1Y | -28.1% | +11.4% | -39.5% | -37.1% |
| All | +58.9% | +55.8% | +3.1% | -0.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling