+57.1%
FCX vs IBIT
+51.5%
+5.6%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.3% | +6.2% | +5.2% |
| 7D | -1.0% | -2.4% | +1.4% | -0.4% |
| 30D | -15.2% | -9.1% | -6.1% | -13.1% |
| 3M | -10.3% | +15.0% | -25.3% | -13.2% |
| 6M | +1.6% | -6.9% | +8.5% | +2.7% |
| YTD | +23.9% | -14.8% | +38.6% | +26.3% |
| 1Y | +58.0% | -28.1% | +86.2% | +66.1% |
| All | +57.1% | +51.5% | +5.6% | +47.5% |
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