+593.1%
WDC vs IBIT
+53.5%
+539.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -1.3% |
| 7D | -28.0% | -1.1% | -26.8% | -27.6% |
| 30D | -34.9% | -9.2% | -25.8% | -33.1% |
| 3M | -41.6% | +17.5% | -59.1% | -43.9% |
| 6M | -45.4% | -7.2% | -38.2% | -44.6% |
| YTD | +53.3% | -13.6% | +66.9% | +55.8% |
| 1Y | +61.5% | -25.1% | +86.6% | +68.5% |
| All | +593.1% | +53.5% | +539.6% | +578.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling