+58.6%
IBIT vs FISV
-53.2%
+111.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.9% | +0.4% | +1.2% |
| 7D | -6.8% | +3.0% | -9.8% | -7.2% |
| 30D | -9.9% | +38.8% | -48.6% | -14.5% |
| 3M | +17.5% | +21.2% | -3.7% | +13.8% |
| 6M | -9.1% | +17.5% | -26.6% | -12.0% |
| YTD | -14.9% | -4.9% | -10.1% | -14.5% |
| 1Y | -27.6% | -0.6% | -27.0% | -27.9% |
| All | +58.6% | -53.2% | +111.8% | +46.2% |
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 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