+46.2%
IBIT vs ACWI
+60.1%
-13.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.3% | -3.2% | -3.1% |
| 7D | -9.2% | +2.4% | -11.6% | -12.2% |
| 30D | -15.8% | -1.7% | -14.1% | -13.7% |
| 3M | +8.5% | -3.9% | +12.5% | +15.0% |
| 6M | -13.7% | +0.8% | -14.5% | -14.4% |
| YTD | -21.6% | +11.0% | -32.6% | -31.5% |
| 1Y | -30.0% | +13.1% | -43.0% | -40.2% |
| All | +46.2% | +60.1% | -13.9% | -22.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling