+66.7%
IBIT vs FXI
+61.4%
+5.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.5% | +0.6% | -0.9% |
| 7D | +1.4% | -1.0% | +2.4% | +1.8% |
| 30D | +20.6% | -3.2% | +23.9% | +22.1% |
| 3M | +23.7% | +1.7% | +22.0% | +22.8% |
| 6M | +15.0% | -1.6% | +16.6% | +15.5% |
| YTD | -10.6% | -7.9% | -2.7% | -8.0% |
| 1Y | -30.3% | -9.6% | -20.7% | -27.8% |
| All | +66.7% | +61.4% | +5.3% | +38.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FXI.
Daily Out/Under-Performance
Portfolio return minus FXI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FXI 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 10y: compounded portfolio wealth divided by compounded FXI 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…
10y analysis · Full analysis span regression · 6 months rolling