+676.8%
WDC vs IBIT
+39.4%
+637.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -3.5% | -1.5% | -4.1% |
| 7D | +12.1% | -9.2% | +21.3% | +15.0% |
| 30D | -18.8% | -15.8% | -3.0% | -14.8% |
| 3M | -39.3% | +8.5% | -47.8% | -40.5% |
| 6M | -40.1% | -13.7% | -26.4% | -38.0% |
| YTD | +71.8% | -21.6% | +93.4% | +79.1% |
| 1Y | +88.5% | -30.0% | +118.4% | +100.4% |
| All | +676.8% | +39.4% | +637.4% | +679.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling