+69.8%
IBIT vs WM
+26.6%
+43.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.2% | -1.2% | -2.5% |
| 7D | +3.0% | -0.3% | +3.3% | +3.0% |
| 30D | +23.1% | -2.4% | +25.5% | +23.0% |
| 3M | +25.6% | +0.4% | +25.1% | +25.4% |
| 6M | +9.1% | -9.5% | +18.6% | +9.6% |
| YTD | -8.9% | +0.5% | -9.4% | -9.2% |
| 1Y | -27.5% | -1.1% | -26.4% | -27.2% |
| All | +69.8% | +26.6% | +43.2% | +92.3% |
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