-30.0%
IBIT vs FTI
+54.7%
-84.6%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +2.1% | -5.6% | -3.8% |
| 7D | -9.2% | +4.3% | -13.5% | -9.6% |
| 30D | -15.8% | -4.7% | -11.1% | -15.4% |
| 3M | +8.5% | -13.5% | +22.1% | +10.2% |
| 6M | -13.7% | -8.7% | -5.0% | -13.5% |
| YTD | -21.6% | +49.0% | -70.6% | -37.9% |
| 1Y | -30.0% | +54.0% | -84.0% | -46.0% |
| All | -30.0% | +54.7% | -84.6% | -46.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling