+61.0%
IBIT vs FTI
+247.8%
-186.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.1% | -3.5% | -1.0% |
| 7D | -1.1% | -7.6% | +6.5% | +0.6% |
| 30D | -9.2% | -7.1% | -2.0% | -7.8% |
| 3M | +17.5% | -8.7% | +26.2% | +19.2% |
| 6M | -7.2% | -14.0% | +6.8% | -4.8% |
| YTD | -13.6% | +42.8% | -56.5% | -23.1% |
| 1Y | -25.1% | +50.4% | -75.5% | -34.3% |
| All | +61.0% | +247.8% | -186.8% | +17.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling