+26.3%
F vs IBIT
+53.5%
-27.1%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.7% |
| 7D | +1.6% | -1.1% | +2.7% | +1.7% |
| 30D | +2.6% | -9.2% | +11.8% | +4.2% |
| 3M | -8.8% | +17.5% | -26.3% | -11.6% |
| 6M | +4.6% | -7.2% | +11.8% | +5.3% |
| YTD | -1.9% | -13.6% | +11.7% | -0.7% |
| 1Y | -0.8% | -25.1% | +24.4% | +2.8% |
| All | +26.3% | +53.5% | -27.1% | +8.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling