+61.0%
IBIT vs FIVE
+25.7%
+35.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | 0.0% | -0.3% |
| 7D | -1.1% | -0.3% | -0.8% | -1.1% |
| 30D | -9.2% | +17.7% | -26.8% | -11.0% |
| 3M | +17.5% | +4.0% | +13.5% | +16.8% |
| 6M | -7.2% | +2.6% | -9.8% | -7.8% |
| YTD | -13.6% | +27.6% | -41.2% | -16.6% |
| 1Y | -25.1% | +59.9% | -85.1% | -29.7% |
| All | +61.0% | +25.7% | +35.4% | +58.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVE.
Daily Out/Under-Performance
Portfolio return minus FIVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVE 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 FIVE 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