-30.0%
IBIT vs FIX
+15.7%
-45.7%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.4% | -2.1% | -3.3% |
| 7D | -9.2% | +9.4% | -18.6% | -10.6% |
| 30D | -15.8% | -27.8% | +12.0% | -11.1% |
| 3M | +8.5% | -35.6% | +44.1% | +16.5% |
| 6M | -13.7% | -45.2% | +31.5% | -4.4% |
| YTD | -21.6% | +19.5% | -41.0% | -30.0% |
| 1Y | -30.0% | +24.2% | -54.2% | -38.2% |
| All | -30.0% | +15.7% | -45.7% | -38.2% |
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