+46.2%
IBIT vs FAST
+86.9%
-40.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FAST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.6% | -2.9% | -3.3% |
| 7D | -9.2% | +4.2% | -13.3% | -10.4% |
| 30D | -15.8% | +6.7% | -22.5% | -17.6% |
| 3M | +8.5% | +8.0% | +0.5% | +5.7% |
| 6M | -13.7% | +27.4% | -41.1% | -21.1% |
| YTD | -21.6% | +40.5% | -62.1% | -31.8% |
| 1Y | -30.0% | +38.4% | -68.3% | -38.8% |
| All | +46.2% | +86.9% | -40.7% | +17.3% |
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