+66.7%
IBIT vs BWA
+102.9%
-36.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.9% | 0.0% | -1.4% |
| 7D | +1.4% | +4.3% | -2.8% | +0.3% |
| 30D | +20.6% | -2.9% | +23.5% | +21.3% |
| 3M | +23.7% | -12.4% | +36.1% | +27.7% |
| 6M | +15.0% | +28.6% | -13.6% | +6.3% |
| YTD | -10.6% | +48.2% | -58.8% | -23.6% |
| 1Y | -30.3% | +50.9% | -81.2% | -41.1% |
| All | +66.7% | +102.9% | -36.2% | +19.6% |
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