+66.7%
IBIT vs FND
-54.6%
+121.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.6% | +2.7% | -1.1% |
| 7D | +1.4% | +0.4% | +1.1% | +1.4% |
| 30D | +20.6% | -23.6% | +44.2% | +25.6% |
| 3M | +23.7% | +4.3% | +19.4% | +21.2% |
| 6M | +15.0% | -20.3% | +35.3% | +18.1% |
| YTD | -10.6% | -21.3% | +10.7% | -8.0% |
| 1Y | -30.3% | -45.4% | +15.1% | -23.5% |
| All | +66.7% | -54.6% | +121.3% | +81.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling