-30.3%
IBIT vs IWD
+28.8%
-59.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.8% | -1.0% | -0.6% |
| 7D | +1.4% | -0.2% | +1.6% | +1.8% |
| 30D | +20.6% | -0.8% | +21.4% | +22.0% |
| 3M | +23.7% | +8.0% | +15.6% | +8.5% |
| 6M | +15.0% | +18.2% | -3.2% | -14.5% |
| YTD | -10.6% | +22.3% | -32.9% | -36.2% |
| 1Y | -30.3% | +28.9% | -59.2% | -52.9% |
| All | -30.3% | +28.8% | -59.1% | -52.9% |
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