-27.0%
IBIT vs SWK
+82.9%
-109.9%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -2.6% | -2.5% | -4.7% |
| 7D | -5.9% | +11.3% | -17.1% | -7.4% |
| 30D | -11.3% | +28.1% | -39.4% | -14.5% |
| 3M | +17.1% | +12.6% | +4.5% | +15.1% |
| 6M | -7.0% | +51.7% | -58.7% | -13.2% |
| YTD | -13.3% | +60.0% | -73.3% | -21.2% |
| 1Y | -27.0% | +72.7% | -99.6% | -35.2% |
| All | -27.0% | +82.9% | -109.9% | -35.2% |
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