+61.6%
IBIT vs FAST
+79.2%
-17.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FAST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.6% | -4.5% | -4.9% |
| 7D | -5.9% | +0.7% | -6.5% | -6.0% |
| 30D | -11.3% | +4.6% | -15.9% | -12.6% |
| 3M | +17.1% | +6.4% | +10.8% | +14.6% |
| 6M | -7.0% | +20.6% | -27.6% | -13.4% |
| YTD | -13.3% | +34.7% | -48.0% | -23.6% |
| 1Y | -27.0% | +29.7% | -56.6% | -34.6% |
| All | +61.6% | +79.2% | -17.6% | +31.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling