+69.8%
IBIT vs BWA
+106.9%
-37.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.8% | -5.2% | -3.1% |
| 7D | +3.0% | +5.7% | -2.6% | +1.5% |
| 30D | +23.1% | +1.4% | +21.7% | +22.4% |
| 3M | +25.6% | -12.1% | +37.7% | +29.6% |
| 6M | +9.1% | +28.6% | -19.4% | +1.0% |
| YTD | -8.9% | +51.1% | -60.0% | -22.5% |
| 1Y | -27.5% | +55.9% | -83.3% | -39.3% |
| All | +69.8% | +106.9% | -37.0% | +21.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling