+58.6%
IBIT vs SPXS
-75.5%
+134.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.9% | +5.2% | -0.4% |
| 7D | -6.8% | +1.5% | -8.3% | -5.6% |
| 30D | -9.9% | +6.3% | -16.2% | -6.4% |
| 3M | +17.5% | +4.2% | +13.3% | +21.6% |
| 6M | -9.1% | -7.9% | -1.2% | -9.8% |
| YTD | -14.9% | -27.5% | +12.6% | -22.0% |
| 1Y | -27.6% | -27.0% | -0.6% | -33.1% |
| All | +58.6% | -75.5% | +134.2% | +7.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 SPXS 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