+61.6%
IBIT vs WEC
+52.9%
+8.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +0.2% | -5.3% | -5.1% |
| 7D | -5.9% | +3.2% | -9.1% | -5.6% |
| 30D | -11.3% | +14.7% | -25.9% | -10.4% |
| 3M | +17.1% | +10.2% | +6.9% | +17.9% |
| 6M | -7.0% | +4.5% | -11.5% | -6.5% |
| YTD | -13.3% | +15.1% | -28.4% | -12.8% |
| 1Y | -27.0% | +9.4% | -36.4% | -26.3% |
| All | +61.6% | +52.9% | +8.7% | +58.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling