-30.8%
IBIT vs CDW
+20.3%
-51.0%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.9% | -4.4% | -1.7% |
| 7D | -5.4% | +13.1% | -18.5% | -5.9% |
| 30D | -10.5% | +19.1% | -29.6% | -10.8% |
| 3M | +15.0% | +24.7% | -9.7% | +14.6% |
| 6M | -8.3% | +63.4% | -71.6% | -9.3% |
| YTD | -16.1% | +26.3% | -42.4% | -14.3% |
| 1Y | -30.8% | +20.6% | -51.3% | -28.4% |
| All | -30.8% | +20.3% | -51.0% | -28.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling