+51.6%
IBIT vs ITW
+20.5%
+31.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.7% | -3.8% | -4.2% |
| 7D | -6.2% | +0.5% | -6.7% | -6.4% |
| 30D | -14.4% | +7.7% | -22.0% | -16.7% |
| 3M | +12.5% | -1.3% | +13.8% | +13.0% |
| 6M | -11.9% | +15.5% | -27.4% | -17.6% |
| YTD | -18.7% | +18.6% | -37.3% | -25.8% |
| 1Y | -29.9% | +19.8% | -49.7% | -36.6% |
| All | +51.6% | +20.5% | +31.1% | +31.6% |
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