+66.7%
IBIT vs WDAY
-33.1%
+99.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WDAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.9% | +3.0% | -1.2% |
| 7D | +1.4% | -6.1% | +7.5% | +2.3% |
| 30D | +20.6% | +3.7% | +16.9% | +19.8% |
| 3M | +23.7% | +29.6% | -5.9% | +18.7% |
| 6M | +15.0% | +23.3% | -8.3% | +11.6% |
| YTD | -10.6% | -13.3% | +2.7% | -6.9% |
| 1Y | -30.3% | -19.6% | -10.7% | -26.5% |
| All | +66.7% | -33.1% | +99.8% | +56.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WDAY.
Daily Out/Under-Performance
Portfolio return minus WDAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WDAY 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 WDAY 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