-30.3%
IBIT vs WEC
+3.0%
-33.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.1% | -2.9% | -1.7% |
| 7D | +1.4% | +0.8% | +0.6% | +1.6% |
| 30D | +20.6% | +0.3% | +20.3% | +20.3% |
| 3M | +23.7% | -2.9% | +26.6% | +22.9% |
| 6M | +15.0% | -5.9% | +20.9% | +14.7% |
| YTD | -10.6% | +4.1% | -14.7% | -11.4% |
| 1Y | -30.3% | +3.1% | -33.4% | -29.5% |
| All | -30.3% | +3.0% | -33.3% | -29.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling