+58.9%
IBIT vs WEC
+51.4%
+7.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.1% | -2.4% | -1.2% |
| 7D | -2.4% | +0.2% | -2.6% | -2.4% |
| 30D | -9.1% | +12.9% | -22.0% | -8.3% |
| 3M | +15.0% | +9.8% | +5.2% | +15.7% |
| 6M | -6.9% | +6.7% | -13.6% | -6.4% |
| YTD | -14.8% | +14.0% | -28.7% | -14.3% |
| 1Y | -28.1% | +7.3% | -35.5% | -27.6% |
| All | +58.9% | +51.4% | +7.6% | +55.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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