+56.5%
IBIT vs SPXS
-74.5%
+131.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.1% | -2.6% | -1.0% |
| 7D | -5.4% | +0.4% | -5.8% | -4.6% |
| 30D | -10.5% | +10.8% | -21.3% | -5.3% |
| 3M | +15.0% | +9.6% | +5.4% | +21.6% |
| 6M | -8.3% | -4.7% | -3.6% | -7.6% |
| YTD | -16.1% | -24.6% | +8.5% | -21.7% |
| 1Y | -30.8% | -24.6% | -6.2% | -35.1% |
| All | +56.5% | -74.5% | +131.1% | +7.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling