+20.0%
SPY vs IBIT
-28.1%
+48.1%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.4% | +2.0% | -0.1% |
| 7D | +0.1% | +3.0% | -2.9% | -0.3% |
| 30D | +0.1% | +23.1% | -23.1% | -2.9% |
| 3M | +2.0% | +25.6% | -23.6% | -1.4% |
| 6M | +13.0% | +9.1% | +3.9% | +11.1% |
| YTD | +13.5% | -8.9% | +22.4% | +13.5% |
| 1Y | +20.0% | -27.5% | +47.4% | +25.2% |
| All | +20.0% | -28.1% | +48.1% | +25.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IBIT.
Daily Out/Under-Performance
Portfolio return minus IBIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBIT 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 IBIT 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