+66.7%
IBIT vs SPMO
+129.5%
-62.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.5% | -2.4% | -2.2% |
| 7D | +1.4% | +3.4% | -1.9% | -1.2% |
| 30D | +20.6% | +0.5% | +20.1% | +19.9% |
| 3M | +23.7% | +1.9% | +21.8% | +19.4% |
| 6M | +15.0% | +27.8% | -12.8% | -10.5% |
| YTD | -10.6% | +26.7% | -37.3% | -29.5% |
| 1Y | -30.3% | +28.9% | -59.2% | -45.6% |
| All | +66.7% | +129.5% | -62.8% | -16.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling