+22.4%
F vs IBIT
+39.4%
-17.0%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.5% | +3.6% | +0.7% |
| 7D | -3.1% | -9.2% | +6.1% | -1.6% |
| 30D | 0.0% | -15.8% | +15.8% | +2.8% |
| 3M | -13.2% | +8.5% | -21.7% | -14.7% |
| 6M | -10.2% | -13.7% | +3.5% | -8.5% |
| YTD | -4.9% | -21.6% | +16.6% | -2.3% |
| 1Y | -6.1% | -30.0% | +23.9% | -1.7% |
| All | +22.4% | +39.4% | -17.0% | +6.5% |
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