+64.4%
IBIT vs FWONK
+54.4%
+10.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.2% |
| 7D | -3.2% | +0.1% | -3.3% | -3.3% |
| 30D | +22.0% | -7.7% | +29.7% | +24.4% |
| 3M | +21.4% | +5.7% | +15.7% | +19.4% |
| 6M | +9.2% | +13.5% | -4.2% | +5.1% |
| YTD | -11.8% | -3.0% | -8.9% | -11.3% |
| 1Y | -32.7% | -6.4% | -26.3% | -31.5% |
| All | +64.4% | +54.4% | +10.0% | +64.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FWONK.
Daily Out/Under-Performance
Portfolio return minus FWONK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FWONK 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 FWONK 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