+61.6%
IBIT vs FIX
+380.4%
-318.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -11.6% | +6.5% | -2.6% |
| 7D | -5.9% | -27.2% | +21.4% | +0.3% |
| 30D | -11.3% | -46.9% | +35.7% | +1.2% |
| 3M | +17.1% | -44.4% | +61.5% | +31.5% |
| 6M | -7.0% | -50.9% | +43.9% | +6.4% |
| YTD | -13.3% | +3.5% | -16.9% | -18.0% |
| 1Y | -27.0% | -2.1% | -24.9% | -30.2% |
| All | +61.6% | +380.4% | -318.8% | -9.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling