+411.1%
WDC vs IBIT
-30.9%
+442.0%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.3% | +1.1% |
| 7D | +7.5% | +1.1% | +6.3% | +6.7% |
| 30D | +10.1% | +22.2% | -12.2% | +0.1% |
| 3M | -6.8% | +26.0% | -32.9% | -16.0% |
| 6M | +84.1% | +13.2% | +71.0% | +73.8% |
| YTD | +180.3% | -10.8% | +191.0% | +177.9% |
| 1Y | +411.1% | -29.9% | +441.0% | +457.7% |
| All | +411.1% | -30.9% | +442.0% | +457.7% |
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