+145.2%
WMT vs IBIT
+39.4%
+105.9%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.5% | +5.0% | +1.5% |
| 7D | +2.0% | -9.2% | +11.2% | +2.2% |
| 30D | +10.3% | -15.8% | +26.1% | +10.5% |
| 3M | +11.0% | +8.5% | +2.4% | +10.7% |
| 6M | -2.3% | -13.7% | +11.4% | -2.0% |
| YTD | +15.7% | -21.6% | +37.3% | +16.2% |
| 1Y | +26.0% | -30.0% | +55.9% | +26.9% |
| All | +145.2% | +39.4% | +105.9% | +142.1% |
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 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