+58.9%
IBIT vs NWSA
+12.3%
+46.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.7% | -2.0% | -1.6% |
| 7D | -2.4% | -10.5% | +8.1% | +1.8% |
| 30D | -9.1% | -8.8% | -0.3% | -6.0% |
| 3M | +15.0% | -6.5% | +21.5% | +17.7% |
| 6M | -6.9% | -1.3% | -5.6% | -7.5% |
| YTD | -14.8% | +2.5% | -17.3% | -17.1% |
| 1Y | -28.1% | +0.2% | -28.3% | -29.1% |
| All | +58.9% | +12.3% | +46.7% | +36.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling