+48.5%
F vs IBIT
+61.9%
-13.4%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.4% | +3.9% | +1.9% |
| 7D | +5.3% | +3.0% | +2.3% | +4.8% |
| 30D | +4.6% | +23.1% | -18.5% | +0.8% |
| 3M | -3.7% | +25.6% | -29.2% | -7.5% |
| 6M | +16.8% | +9.1% | +7.7% | +14.5% |
| YTD | +15.3% | -8.9% | +24.2% | +15.9% |
| 1Y | +31.0% | -27.5% | +58.5% | +36.5% |
| All | +48.5% | +61.9% | -13.4% | +26.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling