+56.5%
IBIT vs WY
-33.1%
+89.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.4% | +0.9% | -1.0% |
| 7D | -5.4% | +0.2% | -5.6% | -5.4% |
| 30D | -10.5% | +8.0% | -18.5% | -12.1% |
| 3M | +15.0% | -17.7% | +32.7% | +20.7% |
| 6M | -8.3% | -10.8% | +2.5% | -6.6% |
| YTD | -16.1% | -10.6% | -5.5% | -15.2% |
| 1Y | -30.8% | -5.7% | -25.0% | -31.6% |
| All | +56.5% | -33.1% | +89.6% | +88.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling