-25.1%
IBIT vs XLP
+22.3%
-47.4%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +0.9% | -0.7% |
| 7D | -1.1% | +0.7% | -1.8% | -0.9% |
| 30D | -9.2% | +10.3% | -19.4% | -6.7% |
| 3M | +17.5% | +6.5% | +11.0% | +19.8% |
| 6M | -7.2% | +8.4% | -15.5% | -4.8% |
| YTD | -13.6% | +18.2% | -31.8% | -10.6% |
| 1Y | -25.1% | +22.4% | -47.5% | -21.2% |
| All | -25.1% | +22.3% | -47.4% | -21.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XLP.
Daily Out/Under-Performance
Portfolio return minus XLP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLP 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 XLP 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