+91.2%
WFC vs IBIT
+58.9%
+32.3%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.9% | -0.4% | -2.0% |
| 7D | +1.1% | +1.4% | -0.4% | +0.8% |
| 30D | +0.8% | +20.6% | -19.8% | -2.3% |
| 3M | +9.3% | +23.7% | -14.4% | +5.3% |
| 6M | +10.6% | +15.0% | -4.4% | +7.4% |
| YTD | -4.1% | -10.6% | +6.5% | -3.5% |
| 1Y | +13.6% | -30.3% | +43.9% | +18.7% |
| All | +91.2% | +58.9% | +32.3% | +67.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling