-30.8%
IBIT vs FIG
-58.4%
+27.6%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.0% | +2.5% | -1.0% |
| 7D | -5.4% | -11.4% | +6.0% | -4.0% |
| 30D | -10.5% | -17.2% | +6.7% | -8.6% |
| 3M | +15.0% | -26.6% | +41.7% | +18.7% |
| 6M | -8.3% | -9.8% | +1.5% | -9.4% |
| YTD | -16.1% | -50.1% | +34.1% | -0.8% |
| 1Y | -30.8% | -58.1% | +27.3% | -9.1% |
| All | -30.8% | -58.4% | +27.6% | -9.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling