-36.3%
IBIT vs FIG
-77.7%
+41.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.8% | -0.5% | +1.2% |
| 7D | -6.8% | -14.3% | +7.5% | -5.4% |
| 30D | -9.9% | -13.6% | +3.8% | -8.7% |
| 3M | +17.5% | -23.7% | +41.3% | +20.3% |
| 6M | -9.1% | -5.4% | -3.7% | -10.2% |
| YTD | -14.9% | -49.2% | +34.3% | -10.2% |
| 1Y | -27.6% | -57.4% | +29.7% | -22.6% |
| All | -36.3% | -77.7% | +41.4% | -28.8% |
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