+46.2%
IBIT vs WY
-32.5%
+78.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.7% | -5.2% | -3.9% |
| 7D | -9.2% | -0.8% | -8.4% | -9.0% |
| 30D | -15.8% | +10.1% | -25.9% | -17.7% |
| 3M | +8.5% | -15.4% | +23.9% | +13.1% |
| 6M | -13.7% | -8.3% | -5.4% | -12.8% |
| YTD | -21.6% | -9.8% | -11.8% | -20.9% |
| 1Y | -30.0% | -3.9% | -26.1% | -31.2% |
| All | +46.2% | -32.5% | +78.7% | +75.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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