+66.7%
IBIT vs FTV
+5.6%
+61.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.8% | -1.1% | -1.6% |
| 7D | +1.4% | -0.4% | +1.8% | +1.6% |
| 30D | +20.6% | -8.3% | +28.9% | +24.2% |
| 3M | +23.7% | -7.4% | +31.1% | +26.3% |
| 6M | +15.0% | -1.2% | +16.2% | +14.1% |
| YTD | -10.6% | +2.7% | -13.3% | -13.3% |
| 1Y | -30.3% | +18.4% | -48.8% | -37.7% |
| All | +66.7% | +5.6% | +61.1% | +65.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling