+46.2%
IBIT vs IWD
+67.7%
-21.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.2% | -3.7% | -3.8% |
| 7D | -9.2% | +2.3% | -11.5% | -11.9% |
| 30D | -15.8% | +3.6% | -19.4% | -19.6% |
| 3M | +8.5% | +2.2% | +6.4% | +5.5% |
| 6M | -13.7% | +13.0% | -26.7% | -26.9% |
| YTD | -21.6% | +26.5% | -48.1% | -42.6% |
| 1Y | -30.0% | +30.1% | -60.1% | -50.7% |
| All | +46.2% | +67.7% | -21.5% | -29.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling