+56.5%
IBIT vs WM
+37.9%
+18.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.3% | -1.8% | -1.5% |
| 7D | -5.4% | +1.2% | -6.5% | -5.3% |
| 30D | -10.5% | +13.7% | -24.1% | -9.6% |
| 3M | +15.0% | +5.2% | +9.8% | +15.7% |
| 6M | -8.3% | +11.2% | -19.5% | -7.8% |
| YTD | -16.1% | +9.4% | -25.5% | -15.7% |
| 1Y | -30.8% | +20.4% | -51.1% | -31.3% |
| All | +56.5% | +37.9% | +18.7% | +78.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling