+56.8%
XLF vs IBIT
+56.3%
+0.5%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.4% | +1.0% | -0.2% |
| 7D | -2.9% | -5.8% | +2.9% | -2.3% |
| 30D | -1.6% | +21.5% | -23.1% | -3.8% |
| 3M | +9.3% | +24.5% | -15.3% | +6.5% |
| 6M | +14.6% | +10.0% | +4.6% | +13.0% |
| YTD | +4.7% | -12.0% | +16.8% | +5.4% |
| 1Y | +8.6% | -32.3% | +40.9% | +12.3% |
| All | +56.8% | +56.3% | +0.5% | +47.6% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling