-27.5%
IBIT vs CBRE
-7.7%
-19.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.6% | -1.8% | -2.3% |
| 7D | +3.0% | -2.0% | +5.0% | +3.3% |
| 30D | +23.1% | -2.2% | +25.3% | +23.3% |
| 3M | +25.6% | +12.9% | +12.7% | +22.1% |
| 6M | +9.1% | +4.3% | +4.8% | +8.3% |
| YTD | -8.9% | -8.0% | -0.9% | -7.3% |
| 1Y | -27.5% | -8.6% | -18.9% | -25.7% |
| All | -27.5% | -7.7% | -19.8% | -25.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CBRE.
Daily Out/Under-Performance
Portfolio return minus CBRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CBRE 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 1y: compounded portfolio wealth divided by compounded CBRE 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…
1y analysis · Full analysis span regression · 6 months rolling