+66.7%
IBIT vs GWW
+58.7%
+8.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.7% | +0.8% | -1.0% |
| 7D | +1.4% | -1.5% | +3.0% | +2.0% |
| 30D | +20.6% | +1.1% | +19.5% | +20.1% |
| 3M | +23.7% | -1.0% | +24.7% | +23.3% |
| 6M | +15.0% | +16.3% | -1.3% | +6.6% |
| YTD | -10.6% | +28.5% | -39.1% | -21.1% |
| 1Y | -30.3% | +30.3% | -60.6% | -39.0% |
| All | +66.7% | +58.7% | +8.0% | +44.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling