-30.3%
IBIT vs CBRE
-12.5%
-17.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.8% | +1.9% | -1.1% |
| 7D | +1.4% | -1.5% | +3.0% | +1.8% |
| 30D | +20.6% | -4.0% | +24.6% | +21.3% |
| 3M | +23.7% | +8.0% | +15.7% | +21.4% |
| 6M | +15.0% | +4.0% | +11.0% | +14.1% |
| YTD | -10.6% | -11.5% | +0.9% | -8.3% |
| 1Y | -30.3% | -13.0% | -17.3% | -28.3% |
| All | -30.3% | -12.5% | -17.8% | -28.3% |
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