-7.8%
IBIT vs WETO
-99.4%
+91.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WETO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +7.1% | -8.4% | -1.4% |
| 7D | -5.8% | -19.9% | +14.1% | -5.7% |
| 30D | +21.5% | -42.7% | +64.2% | +21.2% |
| 3M | +24.5% | -97.7% | +122.2% | +31.2% |
| 6M | +10.0% | -94.4% | +104.4% | +11.4% |
| YTD | -12.0% | -97.0% | +85.0% | -9.5% |
| 1Y | -32.3% | -98.9% | +66.5% | -29.4% |
| All | -7.8% | -99.4% | +91.6% | +0.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WETO.
Daily Out/Under-Performance
Portfolio return minus WETO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WETO 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 3y: compounded portfolio wealth divided by compounded WETO 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…
3y analysis · Full analysis span regression · 6 months rolling