+46.2%
IBIT vs FXI
+54.4%
-8.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | 0.0% | -3.5% | -3.5% |
| 7D | -9.2% | -4.2% | -5.0% | -7.7% |
| 30D | -15.8% | -1.1% | -14.7% | -15.5% |
| 3M | +8.5% | -4.0% | +12.5% | +10.2% |
| 6M | -13.7% | -11.8% | -1.9% | -9.7% |
| YTD | -21.6% | -11.9% | -9.7% | -17.9% |
| 1Y | -30.0% | -16.1% | -13.8% | -25.5% |
| All | +46.2% | +54.4% | -8.2% | +23.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling