+56.5%
IBIT vs FND
-51.2%
+107.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.5% | +2.0% | -0.9% |
| 7D | -5.4% | +6.8% | -12.2% | -6.4% |
| 30D | -10.5% | +13.1% | -23.5% | -12.3% |
| 3M | +15.0% | -13.1% | +28.1% | +17.2% |
| 6M | -8.3% | -0.6% | -7.7% | -9.4% |
| YTD | -16.1% | -15.5% | -0.5% | -14.7% |
| 1Y | -30.8% | -13.7% | -17.1% | -30.0% |
| All | +56.5% | -51.2% | +107.7% | +68.0% |
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