+61.0%
IBIT vs WCC
+74.4%
-13.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.2% | -2.5% | -1.0% |
| 7D | -1.1% | -14.7% | +13.6% | +3.3% |
| 30D | -9.2% | -20.1% | +10.9% | -3.4% |
| 3M | +17.5% | -21.2% | +38.7% | +25.1% |
| 6M | -7.2% | -19.2% | +12.0% | -2.7% |
| YTD | -13.6% | +20.2% | -33.9% | -21.2% |
| 1Y | -25.1% | +14.5% | -39.6% | -30.7% |
| All | +61.0% | +74.4% | -13.4% | +18.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling