+56.5%
IBIT vs WCN
+30.8%
+25.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.6% | -2.1% | -1.5% |
| 7D | -5.4% | +2.6% | -8.0% | -5.4% |
| 30D | -10.5% | +25.3% | -35.8% | -10.9% |
| 3M | +15.0% | +15.2% | -0.2% | +14.9% |
| 6M | -8.3% | +26.4% | -34.7% | -9.1% |
| YTD | -16.1% | +9.9% | -26.0% | -15.2% |
| 1Y | -30.8% | +16.2% | -46.9% | -30.9% |
| All | +56.5% | +30.8% | +25.7% | +49.0% |
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