+66.7%
IBIT vs WAT
+31.8%
+34.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.6% | -0.3% | -1.6% |
| 7D | +1.4% | -0.7% | +2.2% | +1.6% |
| 30D | +20.6% | -1.0% | +21.6% | +20.8% |
| 3M | +23.7% | +10.9% | +12.8% | +21.6% |
| 6M | +15.0% | +33.2% | -18.2% | +9.4% |
| YTD | -10.6% | +6.1% | -16.7% | -12.1% |
| 1Y | -30.3% | +30.2% | -60.5% | -33.8% |
| All | +66.7% | +31.8% | +34.9% | +60.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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