-29.8%
IBIT vs BBWI
-30.9%
+1.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.1% | +1.3% | -1.5% |
| 7D | +1.4% | +1.6% | -0.1% | +1.2% |
| 30D | +20.6% | -6.2% | +26.8% | +21.5% |
| 3M | +23.7% | +4.3% | +19.3% | +21.8% |
| 6M | +15.0% | -7.2% | +22.2% | +14.6% |
| YTD | -10.6% | -3.0% | -7.6% | -10.7% |
| All | -29.8% | -30.9% | +1.1% | -24.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling