+69.8%
IBIT vs IWD
+63.5%
+6.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.7% | -1.7% | -1.5% |
| 7D | +3.0% | -0.3% | +3.3% | +3.5% |
| 30D | +23.1% | +0.6% | +22.5% | +22.1% |
| 3M | +25.6% | +7.2% | +18.3% | +14.2% |
| 6M | +9.1% | +16.2% | -7.1% | -11.1% |
| YTD | -8.9% | +23.3% | -32.2% | -31.1% |
| 1Y | -27.5% | +29.6% | -57.0% | -48.4% |
| All | +69.8% | +63.5% | +6.3% | -15.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling