+88.2%
WFC vs IBIT
+39.4%
+48.8%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.5% | +3.9% | +0.9% |
| 7D | +2.5% | -9.2% | +11.7% | +4.0% |
| 30D | +7.0% | -15.8% | +22.8% | +9.7% |
| 3M | -1.8% | +8.5% | -10.3% | -3.5% |
| 6M | +18.4% | -13.7% | +32.1% | +20.5% |
| YTD | -5.6% | -21.6% | +16.0% | -3.3% |
| 1Y | +3.9% | -30.0% | +33.8% | +8.3% |
| All | +88.2% | +39.4% | +48.8% | +68.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling