+99.1%
XLK vs IBIT
+58.5%
+40.6%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | 0.0% |
| 7D | +2.3% | +1.1% | +1.2% | +2.1% |
| 30D | +0.8% | +22.2% | -21.4% | -3.3% |
| 3M | +4.1% | +26.0% | -22.0% | -0.9% |
| 6M | +34.8% | +13.2% | +21.6% | +30.9% |
| YTD | +30.8% | -10.8% | +41.6% | +31.8% |
| 1Y | +42.4% | -29.9% | +72.3% | +49.2% |
| All | +99.1% | +58.5% | +40.6% | +87.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling