-29.9%
IBIT vs FIVN
+13.9%
-43.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.8% | +2.5% | +0.1% |
| 7D | +1.1% | -9.6% | +10.7% | +2.5% |
| 30D | +22.2% | -11.9% | +34.2% | +24.2% |
| 3M | +26.0% | +40.1% | -14.0% | +19.6% |
| 6M | +13.2% | +68.3% | -55.2% | +3.6% |
| YTD | -10.8% | +51.5% | -62.3% | -18.0% |
| 1Y | -29.9% | +15.1% | -45.1% | -32.1% |
| All | -29.9% | +13.9% | -43.8% | -32.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 1y: compounded portfolio wealth divided by compounded FIVN 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…
1y analysis · Full analysis span regression · 6 months rolling