+27.2%
F vs IBIT
+54.0%
-26.8%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -5.1% | +4.0% | -0.3% |
| 7D | +1.4% | -5.9% | +7.2% | +2.3% |
| 30D | +2.0% | -11.3% | +13.3% | +4.0% |
| 3M | -10.4% | +17.1% | -27.5% | -13.0% |
| 6M | +9.7% | -7.0% | +16.7% | +10.4% |
| YTD | -1.2% | -13.3% | +12.1% | 0.0% |
| 1Y | 0.0% | -27.0% | +27.0% | +4.0% |
| All | +27.2% | +54.0% | -26.8% | +8.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling