+61.0%
IBIT vs FIX
+406.6%
-345.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +5.4% | -5.8% | -1.5% |
| 7D | -1.1% | -17.5% | +16.3% | +2.4% |
| 30D | -9.2% | -41.6% | +32.4% | +1.4% |
| 3M | +17.5% | -40.6% | +58.1% | +29.9% |
| 6M | -7.2% | -49.4% | +42.2% | +5.6% |
| YTD | -13.6% | +9.2% | -22.8% | -19.2% |
| 1Y | -25.1% | +6.5% | -31.6% | -29.8% |
| All | +61.0% | +406.6% | -345.6% | -11.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling