-20.7%
IBIT vs WU
-18.0%
-2.7%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +5.4% | -2.5% | +2.5% |
| 7D | -1.8% | +8.2% | -10.0% | -2.3% |
| 30D | -6.7% | +8.0% | -14.7% | -7.2% |
| 3M | +24.6% | -6.6% | +31.2% | +25.2% |
| 6M | -0.2% | -23.3% | +23.1% | +1.1% |
| YTD | -8.7% | -22.4% | +13.7% | -8.0% |
| 1Y | -20.7% | -18.0% | -2.7% | -20.1% |
| All | -20.7% | -18.0% | -2.7% | -20.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 1y: compounded portfolio wealth divided by compounded WU 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…
1y analysis · Full analysis span regression · 6 months rolling