+69.8%
IBIT vs SWK
+10.2%
+59.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.9% | -3.3% | -2.6% |
| 7D | +3.0% | -0.4% | +3.5% | +3.1% |
| 30D | +23.1% | -5.7% | +28.8% | +24.7% |
| 3M | +25.6% | +24.1% | +1.5% | +19.0% |
| 6M | +9.1% | +24.7% | -15.6% | +2.8% |
| YTD | -8.9% | +33.9% | -42.8% | -16.0% |
| 1Y | -27.5% | +34.7% | -62.1% | -33.3% |
| All | +69.8% | +10.2% | +59.6% | +58.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling