+69.8%
IBIT vs NWSA
+28.0%
+41.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.8% | -0.6% | -1.7% |
| 7D | +3.0% | -1.9% | +4.9% | +3.9% |
| 30D | +23.1% | +4.6% | +18.5% | +20.8% |
| 3M | +25.6% | +13.2% | +12.3% | +18.6% |
| 6M | +9.1% | +27.0% | -17.8% | -3.1% |
| YTD | -8.9% | +16.8% | -25.7% | -15.6% |
| 1Y | -27.5% | +4.5% | -32.0% | -28.6% |
| All | +69.8% | +28.0% | +41.9% | +39.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling