+46.2%
IBIT vs WING
-37.5%
+83.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | 0.0% | -3.5% | -3.5% |
| 7D | -9.2% | -2.5% | -6.7% | -9.0% |
| 30D | -15.8% | +29.5% | -45.3% | -18.2% |
| 3M | +8.5% | +40.2% | -31.6% | +4.0% |
| 6M | -13.7% | +32.7% | -46.4% | -17.4% |
| YTD | -21.6% | -32.8% | +11.2% | -18.6% |
| 1Y | -30.0% | -31.7% | +1.8% | -27.7% |
| All | +46.2% | -37.5% | +83.8% | +68.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 5y: compounded portfolio wealth divided by compounded WING 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…
5y analysis · Full analysis span regression · 6 months rolling