+66.7%
IBIT vs FWONK
+53.3%
+13.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.7% |
| 7D | +1.4% | -2.1% | +3.5% | +2.0% |
| 30D | +20.6% | -7.7% | +28.3% | +23.0% |
| 3M | +23.7% | +9.3% | +14.4% | +20.5% |
| 6M | +15.0% | +13.3% | +1.7% | +10.7% |
| YTD | -10.6% | -3.6% | -7.0% | -9.9% |
| 1Y | -30.3% | -6.8% | -23.5% | -29.0% |
| All | +66.7% | +53.3% | +13.3% | +67.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling