+64.4%
IBIT vs XLY
+31.0%
+33.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | -0.6% |
| 7D | -3.2% | -1.7% | -1.5% | -1.7% |
| 30D | +22.0% | -4.2% | +26.1% | +26.7% |
| 3M | +21.4% | -2.7% | +24.1% | +23.9% |
| 6M | +9.2% | -0.6% | +9.9% | +9.2% |
| YTD | -11.8% | -5.0% | -6.8% | -7.7% |
| 1Y | -32.7% | -4.1% | -28.6% | -30.2% |
| All | +64.4% | +31.0% | +33.4% | +23.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XLY.
Daily Out/Under-Performance
Portfolio return minus XLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLY 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 XLY 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