+56.5%
IBIT vs SHW
+21.8%
+34.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.7% | -0.8% | -1.3% |
| 7D | -5.4% | +4.2% | -9.6% | -6.3% |
| 30D | -10.5% | +11.3% | -21.7% | -12.9% |
| 3M | +15.0% | -1.8% | +16.8% | +15.4% |
| 6M | -8.3% | +12.7% | -21.0% | -11.7% |
| YTD | -16.1% | +10.4% | -26.5% | -19.2% |
| 1Y | -30.8% | +4.7% | -35.5% | -32.1% |
| All | +56.5% | +21.8% | +34.7% | +54.3% |
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