+51.6%
IBIT vs FE
+35.9%
+15.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.1% | -4.4% | -4.4% |
| 7D | -6.2% | -0.3% | -5.9% | -6.2% |
| 30D | -14.4% | +3.9% | -18.2% | -14.4% |
| 3M | +12.5% | -0.1% | +12.6% | +12.5% |
| 6M | -11.9% | +6.1% | -18.0% | -12.1% |
| YTD | -18.7% | +8.1% | -26.8% | -18.9% |
| 1Y | -29.9% | +4.4% | -34.3% | -29.9% |
| All | +51.6% | +35.9% | +15.6% | +39.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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