+61.6%
IBIT vs SWKS
-14.6%
+76.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -2.1% | -3.0% | -4.7% |
| 7D | -5.9% | -9.2% | +3.3% | -4.1% |
| 30D | -11.3% | -1.9% | -9.4% | -11.0% |
| 3M | +17.1% | +21.2% | -4.1% | +10.8% |
| 6M | -7.0% | +12.9% | -19.9% | -11.6% |
| YTD | -13.3% | +30.7% | -44.1% | -21.3% |
| 1Y | -27.0% | +14.1% | -41.1% | -31.0% |
| All | +61.6% | -14.6% | +76.1% | +64.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling