+56.5%
IBIT vs WSM
+166.1%
-109.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.5% | -1.5% |
| 7D | -5.4% | +3.1% | -8.5% | -6.0% |
| 30D | -10.5% | +8.5% | -19.0% | -12.1% |
| 3M | +15.0% | +4.6% | +10.4% | +13.7% |
| 6M | -8.3% | +44.5% | -52.8% | -16.0% |
| YTD | -16.1% | +48.4% | -64.5% | -23.5% |
| 1Y | -30.8% | +36.2% | -66.9% | -35.8% |
| All | +56.5% | +166.1% | -109.6% | +27.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 5y: compounded portfolio wealth divided by compounded WSM 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…
5y analysis · Full analysis span regression · 6 months rolling