+58.9%
IBIT vs WAB
+136.0%
-77.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +5.1% | -6.5% | -3.3% |
| 7D | -2.4% | +4.0% | -6.4% | -3.9% |
| 30D | -9.1% | +4.5% | -13.6% | -10.6% |
| 3M | +15.0% | +2.3% | +12.7% | +13.9% |
| 6M | -6.9% | +12.5% | -19.4% | -11.9% |
| YTD | -14.8% | +40.2% | -54.9% | -27.7% |
| 1Y | -28.1% | +45.2% | -73.3% | -40.1% |
| All | +58.9% | +136.0% | -77.1% | +18.4% |
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