+83.5%
WFC vs IBIT
+53.5%
+30.1%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.4% |
| 7D | +1.2% | -1.1% | +2.4% | +1.4% |
| 30D | +5.2% | -9.2% | +14.4% | +6.7% |
| 3M | -3.0% | +17.5% | -20.6% | -5.8% |
| 6M | +6.2% | -7.2% | +13.4% | +7.0% |
| YTD | -7.9% | -13.6% | +5.7% | -7.0% |
| 1Y | +0.3% | -25.1% | +25.4% | +3.6% |
| All | +83.5% | +53.5% | +30.1% | +61.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling