-29.9%
IBIT vs WEC
+8.3%
-38.3%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | 0.0% | -4.5% | -4.4% |
| 7D | -6.2% | -0.7% | -5.5% | -6.3% |
| 30D | -14.4% | +11.0% | -25.3% | -12.3% |
| 3M | +12.5% | +8.6% | +3.8% | +14.3% |
| 6M | -11.9% | +6.2% | -18.0% | -10.7% |
| YTD | -18.7% | +14.3% | -33.0% | -16.3% |
| 1Y | -29.9% | +8.4% | -38.3% | -25.3% |
| All | -29.9% | +8.3% | -38.3% | -25.3% |
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