+69.8%
IBIT vs WCN
+12.6%
+57.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.2% | -1.3% | -2.4% |
| 7D | +3.0% | -0.6% | +3.7% | +3.1% |
| 30D | +23.1% | +0.4% | +22.7% | +23.1% |
| 3M | +25.6% | +7.3% | +18.2% | +24.9% |
| 6M | +9.1% | -2.5% | +11.6% | +10.0% |
| YTD | -8.9% | -5.4% | -3.5% | -7.9% |
| 1Y | -27.5% | -8.5% | -19.0% | -25.8% |
| All | +69.8% | +12.6% | +57.2% | +62.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling