+66.7%
IBIT vs FHN
+89.0%
-22.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.1% | -0.8% | -1.4% |
| 7D | +1.4% | +2.7% | -1.2% | +0.4% |
| 30D | +20.6% | -3.1% | +23.7% | +22.0% |
| 3M | +23.7% | +2.3% | +21.3% | +21.7% |
| 6M | +15.0% | +9.7% | +5.3% | +9.2% |
| YTD | -10.6% | +4.7% | -15.3% | -13.3% |
| 1Y | -30.3% | +13.8% | -44.1% | -35.4% |
| All | +66.7% | +89.0% | -22.3% | +25.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FHN.
Daily Out/Under-Performance
Portfolio return minus FHN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FHN 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 FHN 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