+51.6%
IBIT vs SPMO
+105.3%
-53.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | 0.0% | -4.5% | -4.5% |
| 7D | -6.2% | +9.8% | -16.0% | -12.8% |
| 30D | -14.4% | -9.2% | -5.2% | -8.0% |
| 3M | +12.5% | -11.0% | +23.4% | +22.5% |
| 6M | -11.9% | -6.6% | -5.2% | -9.7% |
| YTD | -18.7% | +13.3% | -32.1% | -30.3% |
| 1Y | -29.9% | +12.7% | -42.6% | -39.5% |
| All | +51.6% | +105.3% | -53.8% | -16.9% |
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 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