-31.8%
IBIT vs FIG
-71.6%
+39.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -4.4% | +1.9% | -2.0% |
| 7D | +3.0% | -16.3% | +19.3% | +4.8% |
| 30D | +23.1% | -14.3% | +37.4% | +24.6% |
| 3M | +25.6% | +7.2% | +18.4% | +23.5% |
| 6M | +9.1% | -18.6% | +27.8% | +10.5% |
| YTD | -8.9% | -35.5% | +26.6% | -5.8% |
| 1Y | -27.5% | -55.8% | +28.3% | -22.8% |
| All | -31.8% | -71.6% | +39.8% | -25.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling