-27.0%
IBIT vs FN
-36.4%
+9.5%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -14.2% | +9.2% | -3.1% |
| 7D | -5.9% | -16.0% | +10.1% | -3.8% |
| 30D | -11.3% | -40.1% | +28.8% | -5.5% |
| 3M | +17.1% | -43.9% | +61.0% | +24.7% |
| 6M | -7.0% | -55.6% | +48.6% | +2.2% |
| YTD | -13.3% | -35.7% | +22.3% | -14.5% |
| 1Y | -27.0% | -39.8% | +12.9% | -27.5% |
| All | -27.0% | -36.4% | +9.5% | -27.5% |
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