-30.0%
IBIT vs SWKS
+33.8%
-63.7%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.1% | -3.4% | -3.5% |
| 7D | -9.2% | +9.4% | -18.6% | -9.6% |
| 30D | -15.8% | +17.0% | -32.8% | -16.4% |
| 3M | +8.5% | +28.9% | -20.4% | +5.5% |
| 6M | -13.7% | +33.1% | -46.8% | -16.6% |
| YTD | -21.6% | +44.8% | -66.4% | -24.8% |
| 1Y | -30.0% | +36.2% | -66.2% | -29.7% |
| All | -30.0% | +33.8% | -63.7% | -29.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 SWKS 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