+46.2%
IBIT vs SPG
+85.0%
-38.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.3% | -3.2% | -3.4% |
| 7D | -9.2% | +2.0% | -11.2% | -9.8% |
| 30D | -15.8% | +17.2% | -33.0% | -20.6% |
| 3M | +8.5% | +6.3% | +2.2% | +6.1% |
| 6M | -13.7% | +18.7% | -32.4% | -19.7% |
| YTD | -21.6% | +30.1% | -51.7% | -29.9% |
| 1Y | -30.0% | +32.8% | -62.7% | -38.1% |
| All | +46.2% | +85.0% | -38.8% | +9.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling