+46.2%
IBIT vs FISV
-53.3%
+99.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +3.7% | -7.2% | -4.1% |
| 7D | -9.2% | +1.4% | -10.6% | -9.4% |
| 30D | -15.8% | +38.4% | -54.2% | -20.1% |
| 3M | +8.5% | +14.9% | -6.4% | +6.0% |
| 6M | -13.7% | +21.8% | -35.5% | -17.0% |
| YTD | -21.6% | -5.0% | -16.5% | -21.1% |
| 1Y | -30.0% | -1.2% | -28.8% | -30.1% |
| All | +46.2% | -53.3% | +99.5% | +34.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling