+69.8%
IBIT vs FXI
+65.5%
+4.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.5% | -3.9% | -3.0% |
| 7D | +3.0% | +1.0% | +2.0% | +2.6% |
| 30D | +23.1% | -0.6% | +23.7% | +23.3% |
| 3M | +25.6% | +1.9% | +23.7% | +24.6% |
| 6M | +9.1% | -0.2% | +9.3% | +9.0% |
| YTD | -8.9% | -5.6% | -3.3% | -7.1% |
| 1Y | -27.5% | -4.7% | -22.8% | -26.2% |
| All | +69.8% | +65.5% | +4.4% | +39.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling