+69.8%
IBIT vs GWW
+63.1%
+6.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.9% | -3.3% | -2.7% |
| 7D | +3.0% | +1.4% | +1.6% | +2.6% |
| 30D | +23.1% | +3.3% | +19.8% | +21.7% |
| 3M | +25.6% | +2.9% | +22.6% | +23.4% |
| 6M | +9.1% | +15.8% | -6.6% | +1.7% |
| YTD | -8.9% | +32.0% | -40.9% | -20.3% |
| 1Y | -27.5% | +29.9% | -57.4% | -36.2% |
| All | +69.8% | +63.1% | +6.8% | +45.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling