+58.9%
IBIT vs FITB
+68.9%
-10.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.5% | -3.8% | -2.4% |
| 7D | -2.4% | -1.1% | -1.3% | -1.9% |
| 30D | -9.1% | +7.3% | -16.4% | -11.8% |
| 3M | +15.0% | -4.0% | +19.0% | +16.7% |
| 6M | -6.9% | +11.9% | -18.8% | -12.6% |
| YTD | -14.8% | +19.0% | -33.8% | -23.1% |
| 1Y | -28.1% | +31.0% | -59.2% | -38.6% |
| All | +58.9% | +68.9% | -10.0% | +16.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FITB.
Daily Out/Under-Performance
Portfolio return minus FITB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FITB 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 FITB 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