+66.7%
IBIT vs WWD
+152.0%
-85.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.0% | +0.2% | -1.4% |
| 7D | +1.4% | +0.8% | +0.6% | +1.3% |
| 30D | +20.6% | -6.4% | +27.1% | +22.2% |
| 3M | +23.7% | -5.6% | +29.3% | +24.2% |
| 6M | +15.0% | -9.1% | +24.1% | +16.1% |
| YTD | -10.6% | +12.5% | -23.1% | -14.9% |
| 1Y | -30.3% | +41.3% | -71.6% | -38.5% |
| All | +66.7% | +152.0% | -85.3% | +5.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling