+717.7%
WDC vs IBIT
+44.5%
+673.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.5% | +3.8% | +0.5% |
| 7D | +16.3% | -6.2% | +22.5% | +18.2% |
| 30D | -18.3% | -14.4% | -3.9% | -14.6% |
| 3M | -31.4% | +12.5% | -43.9% | -33.4% |
| 6M | -36.3% | -11.9% | -24.4% | -34.5% |
| YTD | +80.8% | -18.7% | +99.6% | +86.7% |
| 1Y | +87.7% | -29.9% | +117.6% | +99.0% |
| All | +717.7% | +44.5% | +673.2% | +712.5% |
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