+69.8%
IBIT vs FND
-52.4%
+122.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.7% | -4.1% | -2.7% |
| 7D | +3.0% | -5.2% | +8.3% | +3.8% |
| 30D | +23.1% | -19.9% | +43.0% | +27.3% |
| 3M | +25.6% | +2.7% | +22.8% | +23.6% |
| 6M | +9.1% | -21.7% | +30.8% | +12.7% |
| YTD | -8.9% | -17.5% | +8.6% | -6.9% |
| 1Y | -27.5% | -39.3% | +11.8% | -21.8% |
| All | +69.8% | -52.4% | +122.2% | +83.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling