-20.7%
IBIT vs IWF
-1.6%
-19.1%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.4% | +2.5% | +2.4% |
| 7D | -1.8% | -4.2% | +2.4% | +3.4% |
| 30D | -6.7% | -8.1% | +1.5% | +3.4% |
| 3M | +24.6% | -5.1% | +29.6% | +32.6% |
| 6M | -0.2% | -1.4% | +1.3% | +0.3% |
| YTD | -8.7% | -0.1% | -8.6% | -9.3% |
| 1Y | -20.7% | -1.3% | -19.5% | -19.8% |
| All | -20.7% | -1.6% | -19.1% | -19.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IWF.
Daily Out/Under-Performance
Portfolio return minus IWF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWF 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 IWF 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