+69.8%
IBIT vs WAB
+123.9%
-54.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.7% | -3.1% | -2.7% |
| 7D | +3.0% | -3.2% | +6.2% | +4.3% |
| 30D | +23.1% | -4.4% | +27.5% | +25.2% |
| 3M | +25.6% | +7.9% | +17.7% | +20.7% |
| 6M | +9.1% | +8.7% | +0.4% | +4.2% |
| YTD | -8.9% | +33.0% | -41.9% | -21.0% |
| 1Y | -27.5% | +46.7% | -74.1% | -40.2% |
| All | +69.8% | +123.9% | -54.0% | +29.2% |
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