+66.7%
IBIT vs WELL
+175.6%
-108.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.5% | -2.3% | -1.9% |
| 7D | +1.4% | -1.3% | +2.8% | +1.7% |
| 30D | +20.6% | +0.5% | +20.1% | +20.5% |
| 3M | +23.7% | +19.1% | +4.6% | +19.4% |
| 6M | +15.0% | +17.0% | -2.0% | +11.1% |
| YTD | -10.6% | +29.2% | -39.8% | -15.9% |
| 1Y | -30.3% | +42.1% | -72.5% | -36.7% |
| All | +66.7% | +175.6% | -108.9% | +1.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WELL.
Daily Out/Under-Performance
Portfolio return minus WELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WELL 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 WELL 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