+58.9%
IBIT vs FE
+36.3%
+22.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.4% | -1.7% | -1.3% |
| 7D | -2.4% | -1.1% | -1.2% | -2.4% |
| 30D | -9.1% | +4.6% | -13.7% | -9.2% |
| 3M | +15.0% | -0.8% | +15.8% | +15.0% |
| 6M | -6.9% | +7.3% | -14.2% | -7.2% |
| YTD | -14.8% | +8.3% | -23.1% | -15.0% |
| 1Y | -28.1% | +5.7% | -33.8% | -28.1% |
| All | +58.9% | +36.3% | +22.6% | +46.7% |
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