+66.7%
IBIT vs WCC
+114.3%
-47.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.5% | -4.3% | -2.6% |
| 7D | +1.4% | +8.5% | -7.0% | -1.1% |
| 30D | +20.6% | -1.0% | +21.6% | +20.7% |
| 3M | +23.7% | +2.1% | +21.6% | +21.7% |
| 6M | +15.0% | +36.8% | -21.8% | +1.7% |
| YTD | -10.6% | +47.7% | -58.3% | -22.8% |
| 1Y | -30.3% | +66.5% | -96.8% | -42.5% |
| All | +66.7% | +114.3% | -47.6% | +15.6% |
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