+58.6%
IBIT vs FFIV
+81.8%
-23.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FFIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.9% | +0.5% | +1.1% |
| 7D | -6.8% | -2.9% | -3.9% | -5.9% |
| 30D | -9.9% | -32.4% | +22.6% | +1.7% |
| 3M | +17.5% | -22.7% | +40.2% | +25.4% |
| 6M | -9.1% | -10.7% | +1.6% | -9.5% |
| YTD | -14.9% | +25.4% | -40.3% | -28.0% |
| 1Y | -27.6% | +34.2% | -61.8% | -40.7% |
| All | +58.6% | +81.8% | -23.1% | +13.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FFIV.
Daily Out/Under-Performance
Portfolio return minus FFIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FFIV 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 FFIV 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