+58.9%
IBIT vs W
+108.7%
-49.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +4.6% | -5.9% | -2.2% |
| 7D | -2.4% | +3.3% | -5.7% | -3.1% |
| 30D | -9.1% | +10.5% | -19.6% | -11.0% |
| 3M | +15.0% | +9.6% | +5.4% | +12.6% |
| 6M | -6.9% | +76.4% | -83.3% | -18.9% |
| YTD | -14.8% | +16.4% | -31.2% | -19.9% |
| 1Y | -28.1% | +9.3% | -37.5% | -31.9% |
| All | +58.9% | +108.7% | -49.8% | +20.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling