+66.7%
IBIT vs SPG
+66.5%
+0.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.2% | -3.0% | -2.3% |
| 7D | +1.4% | 0.0% | +1.4% | +1.4% |
| 30D | +20.6% | -4.9% | +25.6% | +22.9% |
| 3M | +23.7% | +3.3% | +20.4% | +21.5% |
| 6M | +15.0% | +11.2% | +3.8% | +9.1% |
| YTD | -10.6% | +17.1% | -27.6% | -17.0% |
| 1Y | -30.3% | +21.6% | -51.9% | -36.7% |
| All | +66.7% | +66.5% | +0.2% | +29.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 SPG 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