+98.9%
XLK vs IBIT
+56.7%
+42.3%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.3% |
| 7D | +0.2% | -3.2% | +3.4% | +0.9% |
| 30D | -0.6% | +22.0% | -22.6% | -4.7% |
| 3M | +2.6% | +21.4% | -18.9% | -1.6% |
| 6M | +34.0% | +9.2% | +24.7% | +31.0% |
| YTD | +30.7% | -11.8% | +42.5% | +32.0% |
| 1Y | +39.2% | -32.7% | +71.9% | +47.0% |
| All | +98.9% | +56.7% | +42.3% | +87.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling