+61.0%
IBIT vs WM
+37.2%
+23.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.1% | +1.7% | -0.5% |
| 7D | -1.1% | +1.2% | -2.3% | -1.0% |
| 30D | -9.2% | +13.1% | -22.2% | -8.4% |
| 3M | +17.5% | +3.6% | +13.9% | +18.0% |
| 6M | -7.2% | +8.1% | -15.2% | -6.6% |
| YTD | -13.6% | +8.9% | -22.5% | -13.4% |
| 1Y | -25.1% | +20.3% | -45.4% | -25.8% |
| All | +61.0% | +37.2% | +23.8% | +83.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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