+66.3%
IBIT vs FISV
-64.4%
+130.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.3% | +4.1% | +0.5% |
| 7D | +1.1% | -6.4% | +7.5% | +2.3% |
| 30D | +22.2% | -6.8% | +29.1% | +23.6% |
| 3M | +26.0% | -10.0% | +36.0% | +27.6% |
| 6M | +13.2% | -20.6% | +33.8% | +17.1% |
| YTD | -10.8% | -27.6% | +16.8% | -6.2% |
| 1Y | -29.9% | -64.3% | +34.4% | -18.1% |
| All | +66.3% | -64.4% | +130.7% | +60.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling