+69.8%
IBIT vs WMB
+130.7%
-60.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.1% | -2.6% | -2.5% |
| 7D | +3.0% | +0.6% | +2.5% | +2.8% |
| 30D | +23.1% | +3.3% | +19.8% | +21.5% |
| 3M | +25.6% | +3.1% | +22.4% | +23.4% |
| 6M | +9.1% | -0.7% | +9.9% | +8.5% |
| YTD | -8.9% | +25.2% | -34.1% | -17.7% |
| 1Y | -27.5% | +32.9% | -60.3% | -36.6% |
| All | +69.8% | +130.7% | -60.9% | +21.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 all: compounded portfolio wealth divided by compounded WMB 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…
all analysis · Full analysis span regression · 6 months rolling