-20.7%
IBIT vs FDX
+65.6%
-86.3%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +3.6% | -0.7% | +2.7% |
| 7D | -1.8% | +8.1% | -9.9% | -2.2% |
| 30D | -6.7% | +13.9% | -20.6% | -7.3% |
| 3M | +24.6% | +5.5% | +19.0% | +24.2% |
| 6M | -0.2% | +15.1% | -15.3% | 0.0% |
| YTD | -8.7% | +43.2% | -51.9% | -5.1% |
| 1Y | -20.7% | +65.0% | -85.8% | -12.3% |
| All | -20.7% | +65.6% | -86.3% | -12.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FDX.
Daily Out/Under-Performance
Portfolio return minus FDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDX 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 FDX 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