+46.2%
IBIT vs XLU
+48.5%
-2.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.5% | -4.0% | -3.7% |
| 7D | -9.2% | +2.1% | -11.3% | -9.9% |
| 30D | -15.8% | +5.6% | -21.3% | -17.5% |
| 3M | +8.5% | +0.7% | +7.8% | +8.2% |
| 6M | -13.7% | -0.1% | -13.6% | -13.9% |
| YTD | -21.6% | +5.3% | -26.9% | -24.0% |
| 1Y | -30.0% | +2.2% | -32.1% | -31.0% |
| All | +46.2% | +48.5% | -2.3% | +11.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XLU.
Daily Out/Under-Performance
Portfolio return minus XLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLU 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 XLU 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