+86.9%
WFC vs IBIT
+51.5%
+35.5%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.3% | +3.2% | +2.0% |
| 7D | +0.1% | -2.4% | +2.5% | +0.5% |
| 30D | +2.9% | -9.1% | +12.0% | +4.4% |
| 3M | -1.4% | +15.0% | -16.4% | -3.9% |
| 6M | +14.3% | -6.9% | +21.2% | +15.1% |
| YTD | -6.2% | -14.8% | +8.6% | -5.1% |
| 1Y | +1.6% | -28.1% | +29.7% | +5.7% |
| All | +86.9% | +51.5% | +35.5% | +65.1% |
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 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