+66.3%
IBIT vs WPM
+230.9%
-164.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | -0.5% |
| 7D | +1.1% | +3.9% | -2.7% | +0.3% |
| 30D | +22.2% | +17.7% | +4.6% | +18.0% |
| 3M | +26.0% | +39.4% | -13.4% | +17.2% |
| 6M | +13.2% | +6.4% | +6.8% | +10.2% |
| YTD | -10.8% | +34.0% | -44.8% | -16.2% |
| 1Y | -29.9% | +50.5% | -80.5% | -35.4% |
| All | +66.3% | +230.9% | -164.6% | +24.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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