+66.3%
IBIT vs RDW
+247.4%
-181.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.7% | +4.5% | +0.4% |
| 7D | +1.1% | +3.6% | -2.4% | +0.6% |
| 30D | +22.2% | -18.4% | +40.7% | +25.2% |
| 3M | +26.0% | -32.1% | +58.1% | +30.6% |
| 6M | +13.2% | +10.9% | +2.3% | +5.9% |
| YTD | -10.8% | +40.8% | -51.6% | -20.3% |
| 1Y | -29.9% | +31.1% | -61.1% | -37.7% |
| All | +66.3% | +247.4% | -181.1% | +20.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RDW.
Daily Out/Under-Performance
Portfolio return minus RDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RDW 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 RDW 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