+66.3%
IBIT vs WTW
+31.0%
+35.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.6% | +3.3% | +0.2% |
| 7D | +1.1% | -7.1% | +8.3% | +1.9% |
| 30D | +22.2% | -8.5% | +30.8% | +23.3% |
| 3M | +26.0% | +20.6% | +5.5% | +24.1% |
| 6M | +13.2% | +7.2% | +6.0% | +13.1% |
| YTD | -10.8% | -3.9% | -6.9% | -9.3% |
| 1Y | -29.9% | -3.6% | -26.3% | -28.7% |
| All | +66.3% | +31.0% | +35.3% | +66.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 3y: compounded portfolio wealth divided by compounded WTW 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…
3y analysis · Full analysis span regression · 6 months rolling