-29.9%
IBIT vs ACWI
+11.6%
-41.6%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.6% | -3.9% | -3.6% |
| 7D | -6.2% | +2.7% | -8.9% | -9.9% |
| 30D | -14.4% | -2.6% | -11.8% | -10.7% |
| 3M | +12.5% | -3.2% | +15.6% | +18.4% |
| 6M | -11.9% | +1.9% | -13.8% | -14.4% |
| YTD | -18.7% | +11.3% | -30.1% | -30.7% |
| 1Y | -29.9% | +11.7% | -41.6% | -40.5% |
| All | -29.9% | +11.6% | -41.6% | -40.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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