+60.2%
XLF vs IBIT
+61.9%
-1.7%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.4% | +1.6% | -0.5% |
| 7D | 0.0% | +3.0% | -3.0% | -0.3% |
| 30D | +0.2% | +23.1% | -22.9% | -2.2% |
| 3M | +11.7% | +25.6% | -13.9% | +8.7% |
| 6M | +13.8% | +9.1% | +4.6% | +12.3% |
| YTD | +7.0% | -8.9% | +15.9% | +7.3% |
| 1Y | +9.1% | -27.5% | +36.6% | +12.0% |
| All | +60.2% | +61.9% | -1.7% | +50.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling