+61.0%
IBIT vs WWD
+135.7%
-74.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.4% | -3.8% | -1.2% |
| 7D | -1.1% | +4.2% | -5.3% | -2.1% |
| 30D | -9.2% | -2.1% | -7.0% | -8.8% |
| 3M | +17.5% | -13.2% | +30.7% | +21.1% |
| 6M | -7.2% | -16.9% | +9.7% | -3.9% |
| YTD | -13.6% | +5.2% | -18.9% | -16.6% |
| 1Y | -25.1% | +20.6% | -45.7% | -30.9% |
| All | +61.0% | +135.7% | -74.7% | +3.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling