+51.6%
IBIT vs FXI
+54.4%
-2.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.3% | -3.2% | -4.0% |
| 7D | -6.2% | -4.2% | -2.0% | -4.6% |
| 30D | -14.4% | -2.0% | -12.3% | -13.7% |
| 3M | +12.5% | -5.0% | +17.4% | +14.6% |
| 6M | -11.9% | -9.6% | -2.2% | -8.7% |
| YTD | -18.7% | -11.9% | -6.8% | -14.9% |
| 1Y | -29.9% | -16.7% | -13.3% | -25.3% |
| All | +51.6% | +54.4% | -2.9% | +28.0% |
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