+35.1%
XBI vs IBIT
-33.0%
+68.1%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.5% | +3.1% | +0.4% |
| 7D | -1.1% | -9.2% | +8.1% | +1.0% |
| 30D | +2.6% | -15.8% | +18.4% | +6.5% |
| 3M | -4.0% | +8.5% | -12.6% | -5.5% |
| 6M | +10.9% | -13.7% | +24.6% | +13.8% |
| YTD | +23.6% | -21.6% | +45.2% | +24.7% |
| 1Y | +35.1% | -30.0% | +65.1% | +37.3% |
| All | +35.1% | -33.0% | +68.1% | +37.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling