+46.2%
IBIT vs FIS
-49.2%
+95.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +4.2% | -7.7% | -4.2% |
| 7D | -9.2% | +2.8% | -12.0% | -9.6% |
| 30D | -15.8% | -16.7% | +0.9% | -14.7% |
| 3M | +8.5% | -32.3% | +40.8% | +16.2% |
| 6M | -13.7% | -29.1% | +15.4% | -9.3% |
| YTD | -21.6% | -54.1% | +32.6% | -3.0% |
| 1Y | -30.0% | -53.7% | +23.8% | -13.8% |
| All | +46.2% | -49.2% | +95.4% | +48.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FIS.
Daily Out/Under-Performance
Portfolio return minus FIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIS 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 FIS 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