-31.4%
IBIT vs SPXS
-35.8%
+4.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.4% | -1.7% | +0.6% |
| 7D | +1.1% | +1.2% | -0.1% | +2.0% |
| 30D | +22.2% | +5.2% | +17.1% | +26.1% |
| 3M | +26.0% | -9.2% | +35.2% | +20.4% |
| 6M | +13.2% | -29.6% | +42.8% | -5.8% |
| YTD | -10.8% | -27.6% | +16.8% | -22.6% |
| All | -31.4% | -35.8% | +4.4% | -42.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling