-32.3%
IBIT vs WY
-9.3%
-23.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.7% | +1.3% | -1.3% |
| 7D | -5.8% | -3.7% | -2.1% | -5.7% |
| 30D | +21.5% | -11.3% | +32.8% | +21.5% |
| 3M | +24.5% | -8.1% | +32.7% | +24.3% |
| 6M | +10.0% | -7.4% | +17.4% | +9.5% |
| YTD | -12.0% | -4.7% | -7.3% | -13.4% |
| 1Y | -32.3% | -9.2% | -23.1% | -29.1% |
| All | -32.3% | -9.3% | -23.0% | -29.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling