+58.6%
IBIT vs CDW
-18.1%
+76.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.2% | -0.9% | +0.9% |
| 7D | -6.8% | +2.6% | -9.4% | -7.3% |
| 30D | -9.9% | +20.4% | -30.3% | -13.4% |
| 3M | +17.5% | +28.5% | -10.9% | +10.9% |
| 6M | -9.1% | +70.6% | -79.7% | -21.9% |
| YTD | -14.9% | +29.1% | -44.0% | -21.5% |
| 1Y | -27.6% | +23.8% | -51.4% | -32.0% |
| All | +58.6% | -18.1% | +76.7% | +65.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 CDW 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