+61.0%
IBIT vs WAT
+49.7%
+11.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.0% | -1.3% | -0.5% |
| 7D | -1.1% | -1.1% | 0.0% | -0.9% |
| 30D | -9.2% | +5.0% | -14.1% | -9.8% |
| 3M | +17.5% | +14.5% | +3.0% | +15.1% |
| 6M | -7.2% | +30.9% | -38.1% | -11.1% |
| YTD | -13.6% | +20.5% | -34.1% | -16.7% |
| 1Y | -25.1% | +23.3% | -48.4% | -28.1% |
| All | +61.0% | +49.7% | +11.3% | +51.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling