-30.0%
IBIT vs FISV
-1.6%
-28.3%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +3.7% | -7.2% | -3.8% |
| 7D | -9.2% | +1.4% | -10.6% | -9.3% |
| 30D | -15.8% | +38.4% | -54.2% | -17.8% |
| 3M | +8.5% | +14.9% | -6.4% | +7.8% |
| 6M | -13.7% | +21.8% | -35.5% | -15.5% |
| YTD | -21.6% | -5.0% | -16.5% | -19.6% |
| 1Y | -30.0% | -1.2% | -28.8% | -29.2% |
| All | -30.0% | -1.6% | -28.3% | -29.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling