+1,127.8%
WDC vs IBIT
+61.9%
+1,065.9%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -2.4% | +8.3% | +6.4% |
| 7D | +1.7% | +3.0% | -1.3% | +0.9% |
| 30D | -10.0% | +23.1% | -33.1% | -14.9% |
| 3M | -18.8% | +25.6% | -44.3% | -23.4% |
| 6M | +79.0% | +9.1% | +69.9% | +74.2% |
| YTD | +171.6% | -8.9% | +180.5% | +171.2% |
| 1Y | +417.4% | -27.5% | +444.8% | +438.0% |
| All | +1,127.8% | +61.9% | +1,065.9% | +1,080.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling