+51.6%
IBIT vs SWK
+29.1%
+22.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.2% | -2.2% | -4.0% |
| 7D | -6.2% | -2.0% | -4.3% | -5.8% |
| 30D | -14.4% | +24.6% | -39.0% | -18.6% |
| 3M | +12.5% | +10.8% | +1.7% | +9.7% |
| 6M | -11.9% | +46.1% | -58.0% | -19.7% |
| YTD | -18.7% | +56.8% | -75.6% | -27.8% |
| 1Y | -29.9% | +72.7% | -102.6% | -39.3% |
| All | +51.6% | +29.1% | +22.5% | +36.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling