+62.2%
XLF vs IBIT
+51.2%
+11.1%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.3% | -0.8% | +0.4% |
| 7D | -1.0% | -6.8% | +5.9% | -0.2% |
| 30D | +6.5% | -9.9% | +16.4% | +7.7% |
| 3M | +1.8% | +17.5% | -15.7% | -0.2% |
| 6M | +15.4% | -9.1% | +24.5% | +16.3% |
| YTD | +8.4% | -14.9% | +23.3% | +9.3% |
| 1Y | +11.9% | -27.6% | +39.5% | +14.9% |
| All | +62.2% | +51.2% | +11.1% | +53.1% |
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