+66.7%
IBIT vs SPXS
-75.9%
+142.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.6% | -3.5% | -1.1% |
| 7D | +1.4% | -1.5% | +3.0% | +0.9% |
| 30D | +20.6% | +3.7% | +17.0% | +22.7% |
| 3M | +23.7% | -9.6% | +33.3% | +19.6% |
| 6M | +15.0% | -32.4% | +47.4% | -0.5% |
| YTD | -10.6% | -28.7% | +18.1% | -19.7% |
| 1Y | -30.3% | -38.1% | +7.8% | -40.0% |
| All | +66.7% | -75.9% | +142.6% | +10.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling