+46.2%
IBIT vs WTW
+40.5%
+5.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +2.0% | -5.5% | -3.7% |
| 7D | -9.2% | +2.0% | -11.2% | -9.3% |
| 30D | -15.8% | +12.9% | -28.7% | -16.8% |
| 3M | +8.5% | +0.7% | +7.8% | +8.5% |
| 6M | -13.7% | +39.5% | -53.2% | -16.4% |
| YTD | -21.6% | +3.1% | -24.7% | -20.8% |
| 1Y | -30.0% | +4.8% | -34.7% | -29.4% |
| All | +46.2% | +40.5% | +5.7% | +45.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling