+51.6%
IBIT vs WST
+16.9%
+34.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.4% | -4.1% | -4.4% |
| 7D | -6.2% | +4.9% | -11.1% | -6.8% |
| 30D | -14.4% | +10.7% | -25.1% | -15.5% |
| 3M | +12.5% | +16.8% | -4.4% | +10.1% |
| 6M | -11.9% | +32.0% | -43.8% | -15.3% |
| YTD | -18.7% | +49.9% | -68.6% | -23.7% |
| 1Y | -29.9% | +50.6% | -80.6% | -34.3% |
| All | +51.6% | +16.9% | +34.7% | +31.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling