+70.2%
IBIT vs SW
+30.2%
+40.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +4.1% | -1.2% | +1.9% |
| 7D | -1.8% | +12.1% | -13.8% | -4.6% |
| 30D | -6.7% | +6.6% | -13.2% | -8.3% |
| 3M | +24.6% | -6.0% | +30.6% | +26.2% |
| 6M | -0.2% | +21.5% | -21.6% | -6.8% |
| YTD | -8.7% | +20.3% | -29.0% | -15.6% |
| 1Y | -20.7% | +28.1% | -48.9% | -28.5% |
| All | +70.2% | +30.2% | +40.0% | +47.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SW.
Daily Out/Under-Performance
Portfolio return minus SW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SW 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 SW 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