+58.6%
IBIT vs FITB
+69.1%
-10.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.4% | +1.0% | +1.2% |
| 7D | -6.8% | -0.6% | -6.2% | -6.6% |
| 30D | -9.9% | +7.0% | -16.9% | -12.5% |
| 3M | +17.5% | -4.8% | +22.3% | +19.7% |
| 6M | -9.1% | +13.5% | -22.7% | -15.3% |
| YTD | -14.9% | +19.1% | -34.0% | -23.2% |
| 1Y | -27.6% | +30.8% | -58.4% | -38.1% |
| All | +58.6% | +69.1% | -10.4% | +15.8% |
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