+58.6%
IBIT vs CBRE
+56.1%
+2.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.2% | +1.5% | +1.4% |
| 7D | -6.8% | -4.6% | -2.2% | -5.4% |
| 30D | -9.9% | +3.0% | -12.8% | -10.8% |
| 3M | +17.5% | -8.7% | +26.3% | +20.6% |
| 6M | -9.1% | -7.9% | -1.2% | -7.2% |
| YTD | -14.9% | -16.3% | +1.4% | -10.8% |
| 1Y | -27.6% | -13.1% | -14.5% | -25.2% |
| All | +58.6% | +56.1% | +2.5% | +27.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling