+69.8%
IBIT vs SPG
+64.5%
+5.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.0% | -1.4% | -2.0% |
| 7D | +3.0% | -2.4% | +5.4% | +4.0% |
| 30D | +23.1% | -6.8% | +29.9% | +26.4% |
| 3M | +25.6% | +2.7% | +22.9% | +23.5% |
| 6M | +9.1% | +5.5% | +3.7% | +5.9% |
| YTD | -8.9% | +15.7% | -24.6% | -15.0% |
| 1Y | -27.5% | +20.9% | -48.3% | -34.0% |
| All | +69.8% | +64.5% | +5.3% | +32.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling