-27.5%
IBIT vs WWD
+41.9%
-69.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.1% | -3.5% | -2.5% |
| 7D | +3.0% | +1.3% | +1.7% | +2.9% |
| 30D | +23.1% | -7.2% | +30.3% | +24.1% |
| 3M | +25.6% | -3.8% | +29.4% | +25.2% |
| 6M | +9.1% | -9.9% | +19.1% | +9.4% |
| YTD | -8.9% | +14.8% | -23.7% | -10.3% |
| 1Y | -27.5% | +42.1% | -69.5% | -29.0% |
| All | -27.5% | +41.9% | -69.4% | -29.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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