+49.3%
FCX vs IBIT
+39.4%
+9.9%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.5% | +1.5% | -1.1% |
| 7D | -0.3% | -9.2% | +8.9% | +2.1% |
| 30D | -14.7% | -15.8% | +1.1% | -10.9% |
| 3M | -11.2% | +8.5% | -19.7% | -12.7% |
| 6M | -11.4% | -13.7% | +2.3% | -8.6% |
| YTD | +17.7% | -21.6% | +39.3% | +22.6% |
| 1Y | +47.5% | -30.0% | +77.4% | +56.6% |
| All | +49.3% | +39.4% | +9.9% | +43.2% |
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 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