+58.9%
IBIT vs CBRE
+60.3%
-1.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.0% | -3.3% | -1.9% |
| 7D | -2.4% | +1.0% | -3.4% | -2.7% |
| 30D | -9.1% | +5.6% | -14.7% | -10.8% |
| 3M | +15.0% | -6.8% | +21.8% | +17.1% |
| 6M | -6.9% | -5.6% | -1.3% | -5.7% |
| YTD | -14.8% | -14.1% | -0.7% | -11.4% |
| 1Y | -28.1% | -9.5% | -18.6% | -26.8% |
| All | +58.9% | +60.3% | -1.4% | +26.8% |
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