+69.8%
IBIT vs SWKS
-22.1%
+92.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +3.5% | -5.9% | -3.2% |
| 7D | +3.0% | +12.5% | -9.5% | +0.2% |
| 30D | +23.1% | +10.5% | +12.6% | +20.1% |
| 3M | +25.6% | -7.4% | +33.0% | +27.3% |
| 6M | +9.1% | +32.7% | -23.5% | -0.2% |
| YTD | -8.9% | +19.2% | -28.1% | -14.7% |
| 1Y | -27.5% | +2.4% | -29.8% | -29.2% |
| All | +69.8% | -22.1% | +92.0% | +77.9% |
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