+66.7%
IBIT vs FTI
+328.0%
-261.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.1% | +0.2% | -1.4% |
| 7D | +1.4% | -0.2% | +1.6% | +1.5% |
| 30D | +20.6% | +12.3% | +8.3% | +17.2% |
| 3M | +23.7% | +13.8% | +9.9% | +19.3% |
| 6M | +15.0% | +24.3% | -9.3% | +7.6% |
| YTD | -10.6% | +75.8% | -86.4% | -23.7% |
| 1Y | -30.3% | +99.6% | -129.9% | -42.7% |
| All | +66.7% | +328.0% | -261.3% | +16.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling