+46.2%
IBIT vs WCC
+91.7%
-45.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.7% | -1.9% | -3.0% |
| 7D | -9.2% | +9.9% | -19.1% | -11.8% |
| 30D | -15.8% | -8.4% | -7.3% | -14.1% |
| 3M | +8.5% | -10.3% | +18.9% | +11.0% |
| 6M | -13.7% | -10.5% | -3.2% | -12.4% |
| YTD | -21.6% | +32.2% | -53.7% | -30.6% |
| 1Y | -30.0% | +25.5% | -55.5% | -37.0% |
| All | +46.2% | +91.7% | -45.5% | +4.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 3y: compounded portfolio wealth divided by compounded WCC 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…
3y analysis · Full analysis span regression · 6 months rolling