+66.3%
IBIT vs FTI
+326.1%
-259.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.1% |
| 7D | +1.1% | -2.3% | +3.5% | +1.7% |
| 30D | +22.2% | +5.0% | +17.2% | +20.8% |
| 3M | +26.0% | +13.8% | +12.2% | +21.6% |
| 6M | +13.2% | +22.9% | -9.7% | +6.2% |
| YTD | -10.8% | +75.0% | -85.8% | -23.8% |
| 1Y | -29.9% | +96.9% | -126.8% | -42.2% |
| All | +66.3% | +326.1% | -259.7% | +16.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FTI.
Daily Out/Under-Performance
Portfolio return minus FTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTI 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 FTI 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