+56.5%
IBIT vs IWF
+50.9%
+5.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.9% | -0.7% | -0.7% |
| 7D | -5.4% | -2.9% | -2.5% | -2.8% |
| 30D | -10.5% | -10.9% | +0.4% | +0.2% |
| 3M | +15.0% | -8.1% | +23.1% | +24.9% |
| 6M | -8.3% | -7.5% | -0.8% | -1.2% |
| YTD | -16.1% | -3.4% | -12.7% | -13.1% |
| 1Y | -30.8% | -5.0% | -25.8% | -27.2% |
| All | +56.5% | +50.9% | +5.6% | +9.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling