+61.0%
IBIT vs TW
+37.4%
+23.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.5% | -0.4% |
| 7D | -1.1% | +4.2% | -5.3% | -1.5% |
| 30D | -9.2% | +18.9% | -28.1% | -10.7% |
| 3M | +17.5% | +23.8% | -6.3% | +15.0% |
| 6M | -7.2% | +17.0% | -24.2% | -8.5% |
| YTD | -13.6% | +19.2% | -32.9% | -15.4% |
| 1Y | -25.1% | +20.1% | -45.2% | -26.8% |
| All | +61.0% | +37.4% | +23.6% | +41.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TW.
Daily Out/Under-Performance
Portfolio return minus TW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TW 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 5y: compounded portfolio wealth divided by compounded TW 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…
5y analysis · Full analysis span regression · 6 months rolling