-13.7%
IBIT vs FISV
+17.9%
-31.6%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +3.7% | -7.2% | -3.3% |
| 7D | -9.2% | +1.4% | -10.6% | -9.0% |
| 30D | -15.8% | +38.4% | -54.2% | -12.8% |
| 3M | +8.5% | +14.9% | -6.4% | +9.9% |
| 6M | -13.7% | +21.8% | -35.5% | -12.7% |
| All | -13.7% | +17.9% | -31.6% | -12.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling