+66.7%
IBIT vs W
+78.5%
-11.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.5% | -2.4% | -2.0% |
| 7D | +1.4% | +6.5% | -5.0% | +0.2% |
| 30D | +20.6% | -6.2% | +26.8% | +21.9% |
| 3M | +23.7% | +48.9% | -25.2% | +12.0% |
| 6M | +15.0% | +31.2% | -16.2% | +6.0% |
| YTD | -10.6% | -0.4% | -10.2% | -13.2% |
| 1Y | -30.3% | +14.8% | -45.1% | -35.2% |
| All | +66.7% | +78.5% | -11.8% | +30.9% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling