+46.2%
IBIT vs WCN
+32.8%
+13.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | 0.0% | -3.5% | -3.5% |
| 7D | -9.2% | +2.6% | -11.8% | -9.2% |
| 30D | -15.8% | +23.9% | -39.7% | -16.1% |
| 3M | +8.5% | +17.4% | -8.9% | +8.4% |
| 6M | -13.7% | +28.0% | -41.7% | -14.5% |
| YTD | -21.6% | +11.6% | -33.1% | -20.8% |
| 1Y | -30.0% | +16.9% | -46.8% | -29.9% |
| All | +46.2% | +32.8% | +13.4% | +39.2% |
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