-32.3%
IBIT vs SPMO
+24.7%
-57.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.8% | +0.5% | -0.1% |
| 7D | -5.8% | +0.1% | -5.8% | -5.9% |
| 30D | +21.5% | -0.7% | +22.2% | +21.8% |
| 3M | +24.5% | +2.8% | +21.7% | +16.9% |
| 6M | +10.0% | +24.4% | -14.4% | -20.2% |
| YTD | -12.0% | +24.2% | -36.2% | -35.9% |
| 1Y | -32.3% | +24.5% | -56.8% | -49.3% |
| All | -32.3% | +24.7% | -57.0% | -49.3% |
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