+56.5%
IBIT vs WPM
+188.4%
-131.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -5.1% | +3.6% | -0.4% |
| 7D | -5.4% | +16.4% | -21.7% | -8.8% |
| 30D | -10.5% | -1.5% | -9.0% | -10.4% |
| 3M | +15.0% | +2.6% | +12.5% | +13.9% |
| 6M | -8.3% | -1.3% | -7.0% | -9.1% |
| YTD | -16.1% | +16.8% | -32.8% | -19.0% |
| 1Y | -30.8% | +34.1% | -64.9% | -34.5% |
| All | +56.5% | +188.4% | -131.9% | +19.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling