+66.3%
IBIT vs WBD
+159.4%
-93.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.5% | -0.1% |
| 7D | +1.1% | -1.7% | +2.8% | +1.5% |
| 30D | +22.2% | +3.9% | +18.4% | +21.4% |
| 3M | +26.0% | +5.1% | +21.0% | +24.8% |
| 6M | +13.2% | +0.6% | +12.6% | +13.0% |
| YTD | -10.8% | -3.2% | -7.6% | -10.3% |
| 1Y | -29.9% | +127.7% | -157.6% | -40.7% |
| All | +66.3% | +159.4% | -93.1% | +28.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WBD.
Daily Out/Under-Performance
Portfolio return minus WBD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WBD 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 WBD 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