+58.9%
IBIT vs BWA
+57.5%
+1.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +5.4% | -6.7% | -2.7% |
| 7D | -2.4% | -0.6% | -1.8% | -2.3% |
| 30D | -9.1% | -16.1% | +7.0% | -4.9% |
| 3M | +15.0% | -24.6% | +39.6% | +23.2% |
| 6M | -6.9% | -15.7% | +8.8% | -3.7% |
| YTD | -14.8% | +15.1% | -29.8% | -22.4% |
| 1Y | -28.1% | +15.9% | -44.0% | -34.8% |
| All | +58.9% | +57.5% | +1.4% | +21.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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