+58.6%
IBIT vs BBWI
-46.2%
+104.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.3% | +1.0% | +1.3% |
| 7D | -6.8% | -7.7% | +0.9% | -5.5% |
| 30D | -9.9% | +24.8% | -34.6% | -13.5% |
| 3M | +17.5% | +16.2% | +1.3% | +13.6% |
| 6M | -9.1% | +15.8% | -24.9% | -12.9% |
| YTD | -14.9% | +11.4% | -26.4% | -18.3% |
| 1Y | -27.6% | +3.2% | -30.8% | -29.9% |
| All | +58.6% | -46.2% | +104.8% | +60.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 10y: compounded portfolio wealth divided by compounded BBWI 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…
10y analysis · Full analysis span regression · 6 months rolling