+58.9%
IBIT vs FTV
+25.4%
+33.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.6% | -4.0% | -2.2% |
| 7D | -2.4% | +0.4% | -2.8% | -2.5% |
| 30D | -9.1% | +17.2% | -26.3% | -13.8% |
| 3M | +15.0% | +8.9% | +6.1% | +11.7% |
| 6M | -6.9% | +11.3% | -18.2% | -10.7% |
| YTD | -14.8% | +21.9% | -36.7% | -22.0% |
| 1Y | -28.1% | +31.6% | -59.7% | -36.9% |
| All | +58.9% | +25.4% | +33.5% | +48.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling