+22.6%
XLV vs IBIT
+56.3%
-33.7%
-17.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.4% | +0.8% | -0.5% |
| 7D | -4.4% | -5.8% | +1.4% | -4.2% |
| 30D | -1.4% | +21.5% | -22.9% | -2.1% |
| 3M | +8.9% | +24.5% | -15.7% | +8.0% |
| 6M | +9.1% | +10.0% | -0.9% | +8.6% |
| YTD | +7.9% | -12.0% | +20.0% | +8.1% |
| 1Y | +22.7% | -32.3% | +55.0% | +24.1% |
| All | +22.6% | +56.3% | -33.7% | +18.8% |
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