+41.6%
XLE vs IBIT
-30.9%
+72.5%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.5% | +1.9% | +0.4% |
| 7D | -6.7% | -5.4% | -1.3% | -6.8% |
| 30D | -4.4% | -10.5% | +6.1% | -4.7% |
| 3M | +4.0% | +15.0% | -11.1% | +4.0% |
| 6M | +13.2% | -8.3% | +21.5% | +13.4% |
| YTD | +41.9% | -16.1% | +58.0% | +45.0% |
| 1Y | +41.6% | -30.8% | +72.4% | +44.7% |
| All | +41.6% | -30.9% | +72.5% | +44.7% |
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