+69.8%
IBIT vs FGI
-14.3%
+84.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +7.5% | -10.0% | -2.4% |
| 7D | +3.0% | +0.5% | +2.5% | +3.0% |
| 30D | +23.1% | +65.4% | -42.3% | +22.2% |
| 3M | +25.6% | +23.5% | +2.1% | +24.8% |
| 6M | +9.1% | +60.5% | -51.4% | +7.3% |
| YTD | -8.9% | +30.0% | -38.9% | -10.2% |
| 1Y | -27.5% | +82.1% | -109.5% | -29.1% |
| All | +69.8% | -14.3% | +84.2% | +67.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling