-27.5%
IBIT vs FTV
+21.5%
-49.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.1% | -1.3% | -2.4% |
| 7D | +3.0% | -4.6% | +7.6% | +3.1% |
| 30D | +23.1% | -7.2% | +30.3% | +23.2% |
| 3M | +25.6% | -7.3% | +32.8% | +25.7% |
| 6M | +9.1% | -1.6% | +10.8% | +8.5% |
| YTD | -8.9% | +3.3% | -12.3% | -8.5% |
| 1Y | -27.5% | +20.2% | -47.7% | -30.9% |
| All | -27.5% | +21.5% | -49.0% | -30.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 FTV 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