+69.8%
IBIT vs SW
+32.0%
+37.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.3% | -3.7% | -2.7% |
| 7D | +3.0% | -5.1% | +8.1% | +4.4% |
| 30D | +23.1% | -4.6% | +27.7% | +24.5% |
| 3M | +25.6% | +9.4% | +16.2% | +21.5% |
| 6M | +9.1% | +3.5% | +5.6% | +6.8% |
| YTD | -8.9% | +22.0% | -30.9% | -16.0% |
| 1Y | -27.5% | +2.2% | -29.7% | -29.3% |
| All | +69.8% | +32.0% | +37.8% | +47.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling