+51.6%
IBIT vs GWW
+85.3%
-33.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.1% | -5.5% | -4.8% |
| 7D | -6.2% | +3.7% | -9.9% | -7.4% |
| 30D | -14.4% | +13.6% | -28.0% | -18.1% |
| 3M | +12.5% | +15.4% | -2.9% | +6.9% |
| 6M | -11.9% | +21.8% | -33.7% | -18.6% |
| YTD | -18.7% | +50.0% | -68.8% | -32.0% |
| 1Y | -29.9% | +60.2% | -90.1% | -43.4% |
| All | +51.6% | +85.3% | -33.8% | +24.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 GWW 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