+64.4%
IBIT vs SPXU
-76.0%
+140.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.4% | +2.6% | -0.9% |
| 7D | -3.2% | +2.5% | -5.7% | -2.1% |
| 30D | +22.0% | +4.2% | +17.8% | +24.4% |
| 3M | +21.4% | -9.3% | +30.7% | +17.4% |
| 6M | +9.2% | -30.7% | +39.9% | -4.5% |
| YTD | -11.8% | -28.1% | +16.3% | -20.6% |
| 1Y | -32.7% | -35.2% | +2.6% | -41.0% |
| All | +64.4% | -76.0% | +140.4% | +9.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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