+61.0%
IBIT vs FIS
-50.6%
+111.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.2% | +1.9% | 0.0% |
| 7D | -1.1% | -25.5% | +24.4% | +3.1% |
| 30D | -9.2% | -15.1% | +5.9% | -8.7% |
| 3M | +17.5% | -32.1% | +49.6% | +25.3% |
| 6M | -7.2% | -36.1% | +28.9% | +0.4% |
| YTD | -13.6% | -55.4% | +41.8% | +7.3% |
| 1Y | -25.1% | -53.9% | +28.8% | -8.3% |
| All | +61.0% | -50.6% | +111.6% | +64.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling