+46.2%
IBIT vs BWA
+55.9%
-9.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.2% | -3.3% | -3.5% |
| 7D | -9.2% | +4.3% | -13.4% | -10.2% |
| 30D | -15.8% | -13.0% | -2.8% | -12.7% |
| 3M | +8.5% | -24.8% | +33.3% | +16.4% |
| 6M | -13.7% | -23.5% | +9.8% | -8.2% |
| YTD | -21.6% | +13.8% | -35.4% | -28.4% |
| 1Y | -30.0% | +13.4% | -43.4% | -36.0% |
| All | +46.2% | +55.9% | -9.6% | +12.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling