+69.8%
IBIT vs WBD
+162.5%
-92.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.4% | -2.0% | -2.3% |
| 7D | +3.0% | -1.8% | +4.8% | +3.4% |
| 30D | +23.1% | +8.8% | +14.3% | +21.2% |
| 3M | +25.6% | +4.6% | +20.9% | +24.4% |
| 6M | +9.1% | +1.1% | +8.1% | +8.9% |
| YTD | -8.9% | -2.0% | -6.9% | -8.6% |
| 1Y | -27.5% | +140.0% | -167.5% | -39.3% |
| All | +69.8% | +162.5% | -92.7% | +30.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling