+69.8%
IBIT vs WST
-3.5%
+73.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.8% | -1.6% | -2.3% |
| 7D | +3.0% | +0.7% | +2.3% | +2.9% |
| 30D | +23.1% | -3.1% | +26.3% | +23.7% |
| 3M | +25.6% | +7.2% | +18.4% | +24.2% |
| 6M | +9.1% | +36.8% | -27.7% | +4.0% |
| YTD | -8.9% | +23.8% | -32.8% | -12.1% |
| 1Y | -27.5% | +37.8% | -65.2% | -31.2% |
| All | +69.8% | -3.5% | +73.3% | +51.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling