+58.6%
IBIT vs FAST
+87.9%
-29.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FAST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.2% | +0.2% | +1.0% |
| 7D | -6.8% | +4.3% | -11.1% | -8.1% |
| 30D | -9.9% | +8.3% | -18.2% | -12.2% |
| 3M | +17.5% | +6.5% | +11.1% | +15.0% |
| 6M | -9.1% | +29.5% | -38.6% | -17.4% |
| YTD | -14.9% | +41.3% | -56.2% | -26.2% |
| 1Y | -27.6% | +37.4% | -65.0% | -36.5% |
| All | +58.6% | +87.9% | -29.3% | +27.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling