+46.2%
IBIT vs SPOT
+209.0%
-162.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +2.4% | -5.9% | -3.9% |
| 7D | -9.2% | +1.6% | -10.8% | -9.4% |
| 30D | -15.8% | +16.9% | -32.7% | -18.1% |
| 3M | +8.5% | +23.0% | -14.4% | +4.2% |
| 6M | -13.7% | +42.2% | -55.9% | -19.9% |
| YTD | -21.6% | +5.5% | -27.1% | -23.0% |
| 1Y | -30.0% | -5.1% | -24.9% | -29.6% |
| All | +46.2% | +209.0% | -162.8% | +21.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling