+58.9%
IBIT vs WWD
+147.3%
-88.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +4.9% | -6.2% | -2.5% |
| 7D | -2.4% | +4.2% | -6.6% | -3.4% |
| 30D | -9.1% | -0.8% | -8.3% | -9.0% |
| 3M | +15.0% | -8.2% | +23.2% | +16.9% |
| 6M | -6.9% | -9.8% | +3.0% | -5.6% |
| YTD | -14.8% | +10.4% | -25.2% | -18.6% |
| 1Y | -28.1% | +25.5% | -53.6% | -34.2% |
| All | +58.9% | +147.3% | -88.4% | +0.8% |
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