+46.2%
IBIT vs FITB
+69.4%
-23.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.1% | -4.6% | -4.0% |
| 7D | -9.2% | +2.8% | -11.9% | -10.3% |
| 30D | -15.8% | +9.8% | -25.6% | -19.1% |
| 3M | +8.5% | -5.2% | +13.7% | +10.7% |
| 6M | -13.7% | +17.3% | -31.0% | -20.9% |
| YTD | -21.6% | +19.3% | -40.9% | -29.3% |
| 1Y | -30.0% | +32.7% | -62.6% | -40.6% |
| All | +46.2% | +69.4% | -23.1% | +6.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling