-30.0%
IBIT vs SHW
+3.5%
-33.5%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.2% | -3.3% | -3.5% |
| 7D | -9.2% | +1.9% | -11.1% | -9.4% |
| 30D | -15.8% | +8.1% | -23.8% | -16.4% |
| 3M | +8.5% | -2.8% | +11.3% | +8.9% |
| 6M | -13.7% | +15.0% | -28.7% | -15.2% |
| YTD | -21.6% | +9.0% | -30.6% | -22.3% |
| 1Y | -30.0% | +4.5% | -34.4% | -31.6% |
| All | -30.0% | +3.5% | -33.5% | -31.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SHW.
Daily Out/Under-Performance
Portfolio return minus SHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHW 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 1y: compounded portfolio wealth divided by compounded SHW 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…
1y analysis · Full analysis span regression · 6 months rolling