+58.9%
IBIT vs SPG
+85.0%
-26.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.0% | -3.3% | -2.0% |
| 7D | -2.4% | +5.1% | -7.5% | -4.1% |
| 30D | -9.1% | +16.8% | -25.9% | -14.2% |
| 3M | +15.0% | +5.7% | +9.3% | +12.7% |
| 6M | -6.9% | +17.8% | -24.7% | -13.1% |
| YTD | -14.8% | +30.1% | -44.9% | -23.9% |
| 1Y | -28.1% | +32.8% | -60.9% | -36.5% |
| All | +58.9% | +85.0% | -26.1% | +18.5% |
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