-20.7%
IBIT vs SPMO
+11.0%
-31.7%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.8% | +3.8% | +3.5% |
| 7D | -1.8% | -8.9% | +7.1% | +4.6% |
| 30D | -6.7% | -13.8% | +7.1% | +3.2% |
| 3M | +24.6% | -12.5% | +37.1% | +36.1% |
| 6M | -0.2% | -1.5% | +1.3% | -8.4% |
| YTD | -8.7% | +11.3% | -20.0% | -28.1% |
| 1Y | -20.7% | +11.5% | -32.2% | -37.9% |
| All | -20.7% | +11.0% | -31.7% | -37.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 SPMO 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