+46.2%
IBIT vs NWSA
+14.0%
+32.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +2.7% | -6.2% | -4.6% |
| 7D | -9.2% | +2.2% | -11.4% | -10.0% |
| 30D | -15.8% | -8.8% | -7.0% | -13.0% |
| 3M | +8.5% | -6.5% | +15.0% | +11.0% |
| 6M | -13.7% | +1.5% | -15.2% | -15.4% |
| YTD | -21.6% | +4.0% | -25.6% | -24.2% |
| 1Y | -30.0% | +3.4% | -33.4% | -32.1% |
| All | +46.2% | +14.0% | +32.3% | +25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 10y: compounded portfolio wealth divided by compounded NWSA 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…
10y analysis · Full analysis span regression · 6 months rolling