-32.3%
IBIT vs WBD
+130.2%
-162.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.0% | -2.4% | -1.5% |
| 7D | -5.8% | -0.6% | -5.2% | -5.7% |
| 30D | +21.5% | +4.2% | +17.4% | +21.0% |
| 3M | +24.5% | +7.5% | +17.0% | +23.5% |
| 6M | +10.0% | +1.6% | +8.4% | +9.8% |
| YTD | -12.0% | -2.2% | -9.9% | -12.0% |
| 1Y | -32.3% | +124.9% | -157.2% | -34.3% |
| All | -32.3% | +130.2% | -162.5% | -34.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling