+23.7%
XLV vs IBIT
+58.9%
-35.2%
-17.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.9% | -0.7% | -2.5% |
| 7D | -2.6% | +1.4% | -4.1% | -2.7% |
| 30D | +0.9% | +20.6% | -19.7% | +0.2% |
| 3M | +10.0% | +23.7% | -13.7% | +9.1% |
| 6M | +10.4% | +15.0% | -4.6% | +9.8% |
| YTD | +8.9% | -10.6% | +19.5% | +9.0% |
| 1Y | +23.4% | -30.3% | +53.7% | +24.6% |
| All | +23.7% | +58.9% | -35.2% | +19.8% |
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 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