+64.1%
XLE vs IBIT
+53.5%
+10.7%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | 0.0% |
| 7D | -12.0% | -1.1% | -10.9% | -11.9% |
| 30D | -2.7% | -9.2% | +6.4% | -2.3% |
| 3M | +6.6% | +17.5% | -10.9% | +5.3% |
| 6M | +9.5% | -7.2% | +16.7% | +9.9% |
| YTD | +40.6% | -13.6% | +54.2% | +41.6% |
| 1Y | +43.6% | -25.1% | +68.7% | +46.3% |
| All | +64.1% | +53.5% | +10.7% | +58.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling