-30.8%
IBIT vs WST
+52.5%
-83.3%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.1% | -1.4% | -1.5% |
| 7D | -5.4% | +1.4% | -6.7% | -5.6% |
| 30D | -10.5% | +12.7% | -23.2% | -12.2% |
| 3M | +15.0% | +17.2% | -2.1% | +11.9% |
| 6M | -8.3% | +26.7% | -35.0% | -12.3% |
| YTD | -16.1% | +50.3% | -66.3% | -25.8% |
| 1Y | -30.8% | +50.2% | -81.0% | -38.7% |
| All | -30.8% | +52.5% | -83.3% | -38.7% |
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