-29.8%
IBIT vs BWA
+50.9%
-80.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.9% | 0.0% | -1.7% |
| 7D | +1.4% | +4.3% | -2.8% | +1.0% |
| 30D | +20.6% | -2.9% | +23.5% | +20.8% |
| 3M | +23.7% | -12.4% | +36.1% | +24.8% |
| 6M | +15.0% | +28.6% | -13.6% | +13.7% |
| YTD | -10.6% | +48.2% | -58.8% | -14.2% |
| All | -29.8% | +50.9% | -80.7% | -31.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling