+69.8%
IBIT vs SPXU
-76.6%
+146.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.3% | -3.7% | -1.9% |
| 7D | +3.0% | -0.1% | +3.1% | +3.1% |
| 30D | +23.1% | +0.8% | +22.3% | +23.7% |
| 3M | +25.6% | -4.7% | +30.3% | +24.6% |
| 6M | +9.1% | -29.6% | +38.8% | -3.8% |
| YTD | -8.9% | -29.9% | +21.0% | -18.8% |
| 1Y | -27.5% | -39.1% | +11.6% | -38.0% |
| All | +69.8% | -76.6% | +146.5% | +11.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling