-30.0%
IBIT vs FGI
+17.8%
-47.7%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -25.2% | +21.7% | -3.5% |
| 7D | -9.2% | -14.4% | +5.2% | -9.2% |
| 30D | -15.8% | -11.8% | -4.0% | -15.8% |
| 3M | +8.5% | -46.2% | +54.8% | +8.6% |
| 6M | -13.7% | +5.2% | -18.9% | -14.3% |
| YTD | -21.6% | +10.5% | -32.1% | -23.1% |
| 1Y | -30.0% | +25.5% | -55.4% | -30.5% |
| All | -30.0% | +17.8% | -47.7% | -30.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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