+61.6%
IBIT vs SW
+28.2%
+33.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -1.5% | -3.6% | -4.7% |
| 7D | -5.9% | +4.7% | -10.5% | -6.9% |
| 30D | -11.3% | +5.0% | -16.3% | -12.5% |
| 3M | +17.1% | -7.3% | +24.5% | +19.1% |
| 6M | -7.0% | +15.0% | -22.0% | -11.8% |
| YTD | -13.3% | +18.5% | -31.9% | -19.6% |
| 1Y | -27.0% | +27.1% | -54.1% | -34.0% |
| All | +61.6% | +28.2% | +33.4% | +41.0% |
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