+66.3%
IBIT vs FND
-54.9%
+121.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.5% | -0.1% |
| 7D | +1.1% | -0.8% | +1.9% | +1.3% |
| 30D | +22.2% | -19.6% | +41.8% | +26.3% |
| 3M | +26.0% | -4.3% | +30.4% | +25.6% |
| 6M | +13.2% | -20.4% | +33.6% | +16.3% |
| YTD | -10.8% | -21.9% | +11.1% | -8.1% |
| 1Y | -29.9% | -45.2% | +15.2% | -23.1% |
| All | +66.3% | -54.9% | +121.2% | +81.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 10y: compounded portfolio wealth divided by compounded FND 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…
10y analysis · Full analysis span regression · 6 months rolling