+64.0%
IBIT vs XLU
+42.3%
+21.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.0% | -0.4% | -1.0% |
| 7D | -5.8% | -1.2% | -4.6% | -5.3% |
| 30D | +21.5% | -2.5% | +24.1% | +22.7% |
| 3M | +24.5% | -2.7% | +27.3% | +25.5% |
| 6M | +10.0% | -7.5% | +17.4% | +13.4% |
| YTD | -12.0% | +0.9% | -13.0% | -13.4% |
| 1Y | -32.3% | +3.3% | -35.6% | -33.9% |
| All | +64.0% | +42.3% | +21.7% | +26.8% |
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