+58.6%
IBIT vs WM
+39.6%
+19.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.2% | +0.1% | +1.5% |
| 7D | -6.8% | +0.8% | -7.6% | -6.7% |
| 30D | -9.9% | +13.8% | -23.7% | -9.0% |
| 3M | +17.5% | +6.4% | +11.1% | +18.3% |
| 6M | -9.1% | +13.2% | -22.3% | -8.5% |
| YTD | -14.9% | +10.8% | -25.7% | -14.5% |
| 1Y | -27.6% | +20.2% | -47.8% | -28.0% |
| All | +58.6% | +39.6% | +19.1% | +81.0% |
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