+2.5%
WFC vs IBIT
-23.0%
+25.5%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.9% | -0.7% | +2.0% |
| 7D | +4.5% | -1.8% | +6.2% | +4.6% |
| 30D | +7.4% | -6.7% | +14.0% | +7.9% |
| 3M | -0.5% | +24.6% | -25.1% | -2.7% |
| 6M | +11.7% | -0.2% | +11.8% | +12.3% |
| YTD | -4.6% | -8.7% | +4.1% | -6.4% |
| 1Y | +2.5% | -20.7% | +23.3% | +3.1% |
| All | +2.5% | -23.0% | +25.5% | +3.1% |
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 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