-20.7%
IBIT vs SWK
+87.6%
-108.4%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +13.1% | -10.2% | +0.9% |
| 7D | -1.8% | +17.9% | -19.6% | -4.3% |
| 30D | -6.7% | +31.9% | -38.6% | -10.6% |
| 3M | +24.6% | +16.6% | +8.0% | +21.6% |
| 6M | -0.2% | +61.1% | -61.3% | -8.2% |
| YTD | -8.7% | +64.2% | -72.9% | -18.0% |
| 1Y | -20.7% | +85.2% | -105.9% | -32.3% |
| All | -20.7% | +87.6% | -108.4% | -32.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 1y: compounded portfolio wealth divided by compounded SWK 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…
1y analysis · Full analysis span regression · 6 months rolling