+22.4%
XLV vs IBIT
+56.7%
-34.3%
-17.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.2% |
| 7D | -3.6% | -3.2% | -0.3% | -3.4% |
| 30D | -1.8% | +22.0% | -23.8% | -2.5% |
| 3M | +7.8% | +21.4% | -13.6% | +7.0% |
| 6M | +9.1% | +9.2% | -0.1% | +8.7% |
| YTD | +7.7% | -11.8% | +19.6% | +7.9% |
| 1Y | +20.4% | -32.7% | +53.1% | +21.7% |
| All | +22.4% | +56.7% | -34.3% | +18.6% |
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 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