+66.7%
IBIT vs FIVN
-59.8%
+126.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -6.1% | +4.3% | -0.8% |
| 7D | +1.4% | -8.2% | +9.7% | +2.9% |
| 30D | +20.6% | -8.1% | +28.7% | +22.2% |
| 3M | +23.7% | +34.9% | -11.2% | +16.1% |
| 6M | +15.0% | +72.6% | -57.6% | +1.5% |
| YTD | -10.6% | +55.8% | -66.4% | -19.9% |
| 1Y | -30.3% | +17.1% | -47.5% | -33.8% |
| All | +66.7% | -59.8% | +126.5% | +84.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling