+16.9%
IWM vs IBIT
-29.8%
+46.8%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.3% | +4.5% | +3.5% |
| 7D | +1.2% | -2.4% | +3.6% | +1.7% |
| 30D | +1.3% | -9.1% | +10.4% | +3.1% |
| 3M | -6.1% | +15.0% | -21.1% | -8.7% |
| 6M | -0.1% | -6.9% | +6.8% | +1.1% |
| YTD | +15.5% | -14.8% | +30.3% | +16.3% |
| All | +16.9% | -29.8% | +46.8% | +21.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IBIT.
Daily Out/Under-Performance
Portfolio return minus IBIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBIT 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 IBIT 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