+27.1%
F vs IBIT
+51.5%
-24.3%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.3% | +1.9% | +0.9% |
| 7D | -0.6% | -2.4% | +1.7% | -0.3% |
| 30D | +2.9% | -9.1% | +12.0% | +4.4% |
| 3M | -9.5% | +15.0% | -24.5% | -11.9% |
| 6M | +4.0% | -6.9% | +10.9% | +4.6% |
| YTD | -1.3% | -14.8% | +13.5% | +0.2% |
| 1Y | -1.9% | -28.1% | +26.2% | +2.3% |
| All | +27.1% | +51.5% | -24.3% | +9.1% |
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