-27.5%
IBIT vs FAST
+2.3%
-29.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FAST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.8% | -3.2% | -2.5% |
| 7D | +3.0% | -0.4% | +3.4% | +3.0% |
| 30D | +23.1% | -0.8% | +23.9% | +23.1% |
| 3M | +25.6% | +5.8% | +19.8% | +25.2% |
| 6M | +9.1% | +8.0% | +1.2% | +8.3% |
| YTD | -8.9% | +25.6% | -34.5% | -11.1% |
| 1Y | -27.5% | +0.8% | -28.3% | -30.1% |
| All | -27.5% | +2.3% | -29.8% | -30.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FAST.
Daily Out/Under-Performance
Portfolio return minus FAST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FAST 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 1y: compounded portfolio wealth divided by compounded FAST 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…
1y analysis · Full analysis span regression · 6 months rolling