+61.0%
IBIT vs WAB
+124.4%
-63.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.8% | -2.2% | -1.1% |
| 7D | -1.1% | +1.4% | -2.5% | -1.6% |
| 30D | -9.2% | +0.4% | -9.6% | -9.2% |
| 3M | +17.5% | -3.8% | +21.4% | +19.3% |
| 6M | -7.2% | +5.1% | -12.2% | -9.6% |
| YTD | -13.6% | +33.3% | -47.0% | -25.2% |
| 1Y | -25.1% | +39.8% | -64.9% | -36.7% |
| All | +61.0% | +124.4% | -63.4% | +22.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling