+61.6%
IBIT vs FE
+36.3%
+25.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.2% | -4.9% | -5.1% |
| 7D | -5.9% | +0.6% | -6.4% | -5.9% |
| 30D | -11.3% | +6.4% | -17.7% | -11.4% |
| 3M | +17.1% | -0.5% | +17.6% | +17.2% |
| 6M | -7.0% | +4.7% | -11.8% | -7.2% |
| YTD | -13.3% | +8.4% | -21.7% | -13.6% |
| 1Y | -27.0% | +7.2% | -34.2% | -27.0% |
| All | +61.6% | +36.3% | +25.3% | +49.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling