+61.0%
IBIT vs SHW
+17.9%
+43.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.4% | +1.1% | 0.0% |
| 7D | -1.1% | +3.5% | -4.6% | -1.9% |
| 30D | -9.2% | +9.2% | -18.4% | -11.3% |
| 3M | +17.5% | -5.1% | +22.6% | +18.9% |
| 6M | -7.2% | +6.8% | -14.0% | -9.3% |
| YTD | -13.6% | +7.0% | -20.6% | -16.2% |
| 1Y | -25.1% | +4.1% | -29.2% | -26.7% |
| All | +61.0% | +17.9% | +43.1% | +60.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling