+661.4%
WDC vs IBIT
+51.5%
+609.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -1.3% | +11.2% | +10.2% |
| 7D | -14.4% | -2.4% | -12.0% | -13.7% |
| 30D | -27.1% | -9.1% | -18.0% | -25.0% |
| 3M | -33.3% | +15.0% | -48.3% | -35.6% |
| 6M | -39.6% | -6.9% | -32.7% | -38.7% |
| YTD | +68.4% | -14.8% | +83.2% | +71.7% |
| 1Y | +78.2% | -28.1% | +106.3% | +87.4% |
| All | +661.4% | +51.5% | +609.9% | +647.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling