+46.2%
IBIT vs WWD
+145.0%
-98.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.6% | -2.9% | -3.4% |
| 7D | -9.2% | +4.0% | -13.1% | -10.0% |
| 30D | -15.8% | +0.4% | -16.2% | -15.9% |
| 3M | +8.5% | -7.9% | +16.4% | +10.2% |
| 6M | -13.7% | -10.6% | -3.1% | -12.3% |
| YTD | -21.6% | +9.4% | -31.0% | -24.9% |
| 1Y | -30.0% | +25.7% | -55.7% | -36.0% |
| All | +46.2% | +145.0% | -98.8% | -7.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling