-33.1%
IBIT vs FIG
-73.2%
+40.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -5.7% | +3.8% | -1.3% |
| 7D | +1.4% | -16.4% | +17.8% | +3.2% |
| 30D | +20.6% | -2.3% | +22.9% | +20.7% |
| 3M | +23.7% | +7.8% | +15.9% | +21.5% |
| 6M | +15.0% | -21.8% | +36.8% | +16.9% |
| YTD | -10.6% | -39.1% | +28.5% | -7.1% |
| 1Y | -30.3% | -56.6% | +26.3% | -25.6% |
| All | -33.1% | -73.2% | +40.2% | -26.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FIG.
Daily Out/Under-Performance
Portfolio return minus FIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIG 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 FIG 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