+66.3%
IBIT vs SPMO
+129.2%
-62.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.1% |
| 7D | +1.1% | +2.7% | -1.6% | -0.9% |
| 30D | +22.2% | +1.1% | +21.2% | +20.9% |
| 3M | +26.0% | +2.0% | +24.0% | +21.5% |
| 6M | +13.2% | +26.5% | -13.3% | -11.1% |
| YTD | -10.8% | +26.5% | -37.3% | -29.6% |
| 1Y | -29.9% | +27.9% | -57.9% | -45.0% |
| All | +66.3% | +129.2% | -62.9% | -16.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling