+58.9%
IBIT vs FHN
+81.5%
-22.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.1% | -3.4% | -2.2% |
| 7D | -2.4% | -0.5% | -1.9% | -2.2% |
| 30D | -9.1% | +1.9% | -11.0% | -9.8% |
| 3M | +15.0% | -6.9% | +21.9% | +18.2% |
| 6M | -6.9% | -3.1% | -3.8% | -6.4% |
| YTD | -14.8% | +0.6% | -15.3% | -16.0% |
| 1Y | -28.1% | +12.4% | -40.5% | -32.9% |
| All | +58.9% | +81.5% | -22.6% | +21.5% |
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