+64.0%
IBIT vs FISV
-64.2%
+128.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.6% | -2.0% | -1.5% |
| 7D | -5.8% | -7.2% | +1.4% | -4.6% |
| 30D | +21.5% | -7.2% | +28.7% | +22.9% |
| 3M | +24.5% | -8.2% | +32.7% | +25.6% |
| 6M | +10.0% | -17.7% | +27.7% | +13.1% |
| YTD | -12.0% | -27.2% | +15.1% | -7.6% |
| 1Y | -32.3% | -63.0% | +30.7% | -21.6% |
| All | +64.0% | -64.2% | +128.2% | +58.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded FISV 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling