-30.3%
IBIT vs SHW
-11.6%
-18.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.3% | +0.4% | -1.6% |
| 7D | +1.4% | -1.2% | +2.6% | +1.6% |
| 30D | +20.6% | -11.6% | +32.2% | +22.3% |
| 3M | +23.7% | +9.1% | +14.6% | +22.0% |
| 6M | +15.0% | -0.7% | +15.7% | +14.6% |
| YTD | -10.6% | +1.4% | -11.9% | -11.4% |
| 1Y | -30.3% | -12.3% | -18.0% | -29.7% |
| All | -30.3% | -11.6% | -18.7% | -29.7% |
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