+73.0%
XLE vs IBIT
+39.4%
+33.7%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.5% | +4.5% | +1.2% |
| 7D | +5.4% | -9.2% | +14.6% | +5.9% |
| 30D | -3.9% | -15.8% | +11.8% | -3.2% |
| 3M | +7.0% | +8.5% | -1.5% | +6.2% |
| 6M | +14.2% | -13.7% | +27.9% | +14.9% |
| YTD | +48.2% | -21.6% | +69.7% | +50.0% |
| 1Y | +47.7% | -30.0% | +77.6% | +50.8% |
| All | +73.0% | +39.4% | +33.7% | +67.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling