+58.9%
IBIT vs FIX
+454.3%
-395.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +9.4% | -10.7% | -3.3% |
| 7D | -2.4% | -7.2% | +4.9% | -1.5% |
| 30D | -9.1% | -35.1% | +26.0% | -0.9% |
| 3M | +15.0% | -34.3% | +49.3% | +24.3% |
| 6M | -6.9% | -42.9% | +36.0% | +3.0% |
| YTD | -14.8% | +19.5% | -34.2% | -21.9% |
| 1Y | -28.1% | +16.8% | -44.9% | -34.0% |
| All | +58.9% | +454.3% | -395.3% | -14.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling