+70.2%
IBIT vs FN
+83.3%
-13.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -6.0% | +8.9% | +3.8% |
| 7D | -1.8% | -7.0% | +5.2% | -0.9% |
| 30D | -6.7% | -24.7% | +18.1% | -3.0% |
| 3M | +24.6% | -35.7% | +60.2% | +31.6% |
| 6M | -0.2% | -52.4% | +52.3% | +9.9% |
| YTD | -8.7% | -25.0% | +16.3% | -9.3% |
| 1Y | -20.7% | -25.7% | +4.9% | -21.5% |
| All | +70.2% | +83.3% | -13.1% | +37.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling