+51.6%
IBIT vs WAB
+137.8%
-86.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.2% | -3.2% | -4.0% |
| 7D | -6.2% | +7.9% | -14.1% | -9.1% |
| 30D | -14.4% | +4.9% | -19.3% | -16.0% |
| 3M | +12.5% | +1.8% | +10.7% | +11.6% |
| 6M | -11.9% | +12.0% | -23.8% | -16.4% |
| YTD | -18.7% | +41.3% | -60.0% | -31.2% |
| 1Y | -29.9% | +43.8% | -73.8% | -41.3% |
| All | +51.6% | +137.8% | -86.3% | +12.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 WAB 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