+24.7%
F vs IBIT
+49.2%
-24.5%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.5% | -0.4% | -1.7% |
| 7D | -0.2% | -5.4% | +5.1% | +0.7% |
| 30D | +0.9% | -10.5% | +11.4% | +2.7% |
| 3M | -11.3% | +15.0% | -26.4% | -13.7% |
| 6M | +2.0% | -8.3% | +10.3% | +2.9% |
| YTD | -3.2% | -16.1% | +12.9% | -1.5% |
| 1Y | -3.5% | -30.8% | +27.3% | +1.3% |
| All | +24.7% | +49.2% | -24.5% | +7.3% |
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