-20.7%
IBIT vs W
+21.5%
-42.2%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +11.0% | -8.1% | +1.3% |
| 7D | -1.8% | +8.4% | -10.1% | -3.0% |
| 30D | -6.7% | +16.5% | -23.2% | -8.8% |
| 3M | +24.6% | +6.4% | +18.1% | +22.8% |
| 6M | -0.2% | +90.5% | -90.7% | -11.8% |
| YTD | -8.7% | +23.1% | -31.8% | -13.4% |
| 1Y | -20.7% | +24.3% | -45.0% | -24.7% |
| All | -20.7% | +21.5% | -42.2% | -24.7% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 W 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