-20.7%
IBIT vs IWD
+33.0%
-53.8%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.6% | +0.3% | -0.8% |
| 7D | -1.8% | +2.5% | -4.3% | -5.2% |
| 30D | -6.7% | +6.0% | -12.6% | -14.1% |
| 3M | +24.6% | +3.8% | +20.8% | +18.1% |
| 6M | -0.2% | +16.3% | -16.5% | -21.7% |
| YTD | -8.7% | +27.5% | -36.2% | -37.2% |
| 1Y | -20.7% | +32.8% | -53.5% | -49.5% |
| All | -20.7% | +33.0% | -53.8% | -49.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 1y: compounded portfolio wealth divided by compounded IWD 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…
1y analysis · Full analysis span regression · 6 months rolling