+61.6%
IBIT vs WST
+11.5%
+50.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -4.0% | -1.1% | -4.5% |
| 7D | -5.9% | -5.8% | -0.1% | -5.1% |
| 30D | -11.3% | +5.3% | -16.6% | -11.9% |
| 3M | +17.1% | +11.8% | +5.3% | +15.3% |
| 6M | -7.0% | +26.7% | -33.7% | -10.1% |
| YTD | -13.3% | +43.0% | -56.3% | -18.1% |
| 1Y | -27.0% | +38.9% | -65.8% | -30.7% |
| All | +61.6% | +11.5% | +50.1% | +41.2% |
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