-30.0%
IBIT vs FE
+5.8%
-35.8%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.1% | -4.6% | -3.4% |
| 7D | -9.2% | +1.2% | -10.4% | -9.1% |
| 30D | -15.8% | +4.5% | -20.3% | -15.5% |
| 3M | +8.5% | +1.3% | +7.2% | +8.6% |
| 6M | -13.7% | +8.7% | -22.4% | -13.8% |
| YTD | -21.6% | +9.2% | -30.8% | -21.5% |
| 1Y | -30.0% | +7.0% | -36.9% | -28.9% |
| All | -30.0% | +5.8% | -35.8% | -28.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling