+69.8%
IBIT vs SHW
+14.4%
+55.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.4% | -2.9% | -2.5% |
| 7D | +3.0% | -3.2% | +6.3% | +3.9% |
| 30D | +23.1% | -9.5% | +32.6% | +26.3% |
| 3M | +25.6% | +11.5% | +14.1% | +21.0% |
| 6M | +9.1% | -3.5% | +12.7% | +9.8% |
| YTD | -8.9% | +3.7% | -12.6% | -10.8% |
| 1Y | -27.5% | -7.9% | -19.6% | -26.1% |
| All | +69.8% | +14.4% | +55.5% | +70.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling