+46.2%
IBIT vs FDX
+70.0%
-23.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.5% | -5.0% | -3.9% |
| 7D | -9.2% | +5.2% | -14.4% | -10.3% |
| 30D | -15.8% | +11.3% | -27.1% | -17.8% |
| 3M | +8.5% | -4.1% | +12.6% | +9.5% |
| 6M | -13.7% | +9.6% | -23.3% | -15.7% |
| YTD | -21.6% | +40.9% | -62.5% | -28.8% |
| 1Y | -30.0% | +53.0% | -83.0% | -37.9% |
| All | +46.2% | +70.0% | -23.8% | +26.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling