+66.3%
IBIT vs ITW
+10.2%
+56.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.7% | +1.5% | +0.5% |
| 7D | +1.1% | -1.9% | +3.0% | +1.9% |
| 30D | +22.2% | -10.4% | +32.6% | +27.5% |
| 3M | +26.0% | +3.5% | +22.5% | +23.2% |
| 6M | +13.2% | -3.4% | +16.6% | +13.9% |
| YTD | -10.8% | +8.5% | -19.3% | -15.7% |
| 1Y | -29.9% | +3.2% | -33.2% | -32.1% |
| All | +66.3% | +10.2% | +56.1% | +49.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ITW.
Daily Out/Under-Performance
Portfolio return minus ITW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITW 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 ITW 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