+51.6%
IBIT vs WSM
+154.7%
-103.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -4.5% | 0.0% | -3.4% |
| 7D | -6.2% | -3.2% | -3.0% | -5.5% |
| 30D | -14.4% | +4.6% | -19.0% | -15.3% |
| 3M | +12.5% | +2.4% | +10.0% | +11.7% |
| 6M | -11.9% | +43.7% | -55.5% | -19.2% |
| YTD | -18.7% | +42.1% | -60.8% | -25.2% |
| 1Y | -29.9% | +32.3% | -62.2% | -34.6% |
| All | +51.6% | +154.7% | -103.1% | +24.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling