-27.5%
IBIT vs FIX
+128.3%
-155.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.9% | -4.3% | -2.8% |
| 7D | +3.0% | +6.0% | -3.0% | +1.8% |
| 30D | +23.1% | -7.2% | +30.4% | +24.6% |
| 3M | +25.6% | -15.9% | +41.4% | +28.8% |
| 6M | +9.1% | +12.7% | -3.6% | +3.0% |
| YTD | -8.9% | +72.8% | -81.7% | -21.9% |
| 1Y | -27.5% | +122.9% | -150.4% | -38.7% |
| All | -27.5% | +128.3% | -155.7% | -38.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FIX.
Daily Out/Under-Performance
Portfolio return minus FIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIX 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 FIX 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