+61.0%
IBIT vs FE
+34.4%
+26.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.4% | +1.1% | -0.3% |
| 7D | -1.1% | -1.0% | -0.1% | -1.1% |
| 30D | -9.2% | +4.1% | -13.3% | -9.3% |
| 3M | +17.5% | -1.0% | +18.5% | +17.5% |
| 6M | -7.2% | +4.0% | -11.2% | -7.4% |
| YTD | -13.6% | +6.8% | -20.5% | -13.9% |
| 1Y | -25.1% | +5.3% | -30.4% | -25.1% |
| All | +61.0% | +34.4% | +26.6% | +48.7% |
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