-30.0%
IBIT vs WST
+54.9%
-84.9%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.2% | -4.8% | -3.7% |
| 7D | -9.2% | +4.2% | -13.4% | -9.9% |
| 30D | -15.8% | +11.2% | -27.0% | -17.2% |
| 3M | +8.5% | +20.4% | -11.8% | +5.3% |
| 6M | -13.7% | +37.9% | -51.6% | -18.5% |
| YTD | -21.6% | +51.8% | -73.4% | -30.7% |
| 1Y | -30.0% | +56.6% | -86.6% | -38.1% |
| All | -30.0% | +54.9% | -84.9% | -38.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 1y: compounded portfolio wealth divided by compounded WST 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…
1y analysis · Full analysis span regression · 6 months rolling