-27.5%
IBIT vs FN
+17.1%
-44.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +3.1% | -5.6% | -2.8% |
| 7D | +3.0% | -1.7% | +4.7% | +3.3% |
| 30D | +23.1% | -22.0% | +45.1% | +26.4% |
| 3M | +25.6% | -43.0% | +68.6% | +35.5% |
| 6M | +9.1% | -27.7% | +36.9% | +10.4% |
| YTD | -8.9% | -10.5% | +1.6% | -12.9% |
| 1Y | -27.5% | +12.5% | -39.9% | -33.4% |
| All | -27.5% | +17.1% | -44.5% | -33.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN 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 FN 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