-27.6%
IBIT vs SPGI
+2.4%
-30.0%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.4% | +1.0% | +1.2% |
| 7D | -6.8% | -1.4% | -5.5% | -6.4% |
| 30D | -9.9% | +15.3% | -25.1% | -13.4% |
| 3M | +17.5% | +16.5% | +1.0% | +12.7% |
| 6M | -9.1% | +19.8% | -28.9% | -13.7% |
| YTD | -14.9% | -3.2% | -11.7% | -14.2% |
| 1Y | -27.6% | +1.8% | -29.4% | -26.6% |
| All | -27.6% | +2.4% | -30.0% | -26.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPGI.
Daily Out/Under-Performance
Portfolio return minus SPGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPGI 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 SPGI 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