+73.7%
XBI vs IBIT
+56.7%
+17.1%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.4% |
| 7D | -4.6% | -3.2% | -1.4% | -4.1% |
| 30D | -2.0% | +22.0% | -24.0% | -5.5% |
| 3M | +17.8% | +21.4% | -3.6% | +13.6% |
| 6M | +23.7% | +9.2% | +14.5% | +21.4% |
| YTD | +28.2% | -11.8% | +40.1% | +29.4% |
| 1Y | +64.0% | -32.7% | +96.7% | +72.4% |
| All | +73.7% | +56.7% | +17.1% | +51.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IBIT.
Daily Out/Under-Performance
Portfolio return minus IBIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBIT 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 10y: compounded portfolio wealth divided by compounded IBIT 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…
10y analysis · Full analysis span regression · 6 months rolling