+69.8%
IBIT vs WY
-25.3%
+95.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.8% | -3.2% | -2.6% |
| 7D | +3.0% | -1.7% | +4.8% | +3.5% |
| 30D | +23.1% | -10.1% | +33.2% | +26.5% |
| 3M | +25.6% | -5.1% | +30.7% | +26.7% |
| 6M | +9.1% | -4.8% | +13.9% | +9.8% |
| YTD | -8.9% | -0.2% | -8.7% | -10.4% |
| 1Y | -27.5% | -6.6% | -20.8% | -26.7% |
| All | +69.8% | -25.3% | +95.2% | +98.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling