+66.7%
IBIT vs NWSA
+25.6%
+41.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.9% | 0.0% | -1.1% |
| 7D | +1.4% | -2.6% | +4.1% | +2.6% |
| 30D | +20.6% | +4.6% | +16.1% | +18.6% |
| 3M | +23.7% | +10.2% | +13.5% | +18.3% |
| 6M | +15.0% | +21.6% | -6.6% | +4.3% |
| YTD | -10.6% | +14.6% | -25.2% | -16.4% |
| 1Y | -30.3% | +0.4% | -30.7% | -29.8% |
| All | +66.7% | +25.6% | +41.1% | +37.7% |
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