+64.0%
IBIT vs WCN
+8.9%
+55.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.1% | -0.3% | -1.3% |
| 7D | -5.8% | -4.4% | -1.3% | -5.6% |
| 30D | +21.5% | -4.4% | +26.0% | +21.8% |
| 3M | +24.5% | +0.5% | +24.0% | +24.4% |
| 6M | +10.0% | -3.3% | +13.3% | +10.6% |
| YTD | -12.0% | -8.5% | -3.5% | -10.9% |
| 1Y | -32.3% | -8.9% | -23.4% | -31.2% |
| All | +64.0% | +8.9% | +55.1% | +56.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 10y: compounded portfolio wealth divided by compounded WCN 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…
10y analysis · Full analysis span regression · 6 months rolling