-30.3%
IBIT vs WAB
+47.5%
-77.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.6% | -2.4% | -2.0% |
| 7D | +1.4% | +1.7% | -0.2% | +1.1% |
| 30D | +20.6% | -2.4% | +23.0% | +21.1% |
| 3M | +23.7% | +9.7% | +14.0% | +20.0% |
| 6M | +15.0% | +16.5% | -1.5% | +8.7% |
| YTD | -10.6% | +33.7% | -44.3% | -18.9% |
| 1Y | -30.3% | +49.7% | -80.0% | -37.3% |
| All | -30.3% | +47.5% | -77.9% | -37.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling