+66.7%
IBIT vs FDX
+64.1%
+2.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.6% | +0.7% | -1.2% |
| 7D | +1.4% | -3.3% | +4.7% | +2.3% |
| 30D | +20.6% | -1.4% | +22.0% | +20.9% |
| 3M | +23.7% | -4.5% | +28.2% | +24.8% |
| 6M | +15.0% | +9.4% | +5.6% | +11.7% |
| YTD | -10.6% | +36.0% | -46.6% | -18.1% |
| 1Y | -30.3% | +75.5% | -105.8% | -40.8% |
| All | +66.7% | +64.1% | +2.6% | +45.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling