+66.7%
IBIT vs SPOT
+166.6%
-99.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.5% | +0.7% | -1.4% |
| 7D | +1.4% | -2.9% | +4.3% | +2.0% |
| 30D | +20.6% | +8.3% | +12.3% | +18.6% |
| 3M | +23.7% | +5.1% | +18.6% | +22.1% |
| 6M | +15.0% | -6.5% | +21.5% | +15.9% |
| YTD | -10.6% | -9.0% | -1.6% | -9.7% |
| 1Y | -30.3% | -26.4% | -3.9% | -26.4% |
| All | +66.7% | +166.6% | -99.9% | +41.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 10y: compounded portfolio wealth divided by compounded SPOT 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…
10y analysis · Full analysis span regression · 6 months rolling