+66.7%
IBIT vs SFM
+54.2%
+12.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | SFM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -6.5% | +4.6% | -1.0% |
| 7D | +1.4% | -5.8% | +7.3% | +2.3% |
| 30D | +20.6% | -11.4% | +32.0% | +22.5% |
| 3M | +23.7% | -12.2% | +35.9% | +25.5% |
| 6M | +15.0% | -5.2% | +20.2% | +14.7% |
| YTD | -10.6% | -4.5% | -6.1% | -11.1% |
| 1Y | -30.3% | -45.4% | +15.1% | -22.4% |
| All | +66.7% | +54.2% | +12.5% | +41.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SFM.
Daily Out/Under-Performance
Portfolio return minus SFM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SFM 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded SFM 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling