+61.0%
IBIT vs BBWI
-47.1%
+108.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.3% | +2.9% | +0.2% |
| 7D | -1.1% | -6.2% | +5.1% | 0.0% |
| 30D | -9.2% | +19.9% | -29.1% | -12.2% |
| 3M | +17.5% | +7.1% | +10.4% | +15.3% |
| 6M | -7.2% | +13.7% | -20.8% | -10.7% |
| YTD | -13.6% | +9.6% | -23.2% | -16.8% |
| 1Y | -25.1% | -1.6% | -23.5% | -26.8% |
| All | +61.0% | -47.1% | +108.1% | +62.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling