+51.6%
IBIT vs FIX
+462.1%
-410.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.8% | -1.6% | -3.8% |
| 7D | -6.2% | +17.0% | -23.2% | -9.5% |
| 30D | -14.4% | -30.6% | +16.2% | -8.0% |
| 3M | +12.5% | -35.0% | +47.5% | +21.9% |
| 6M | -11.9% | -44.0% | +32.1% | -2.0% |
| YTD | -18.7% | +21.1% | -39.9% | -25.7% |
| 1Y | -29.9% | +16.3% | -46.2% | -35.5% |
| All | +51.6% | +462.1% | -410.6% | -18.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling