+102.6%
WMT vs IBIT
+58.5%
+44.1%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.2% |
| 7D | -0.2% | +1.1% | -1.4% | -0.3% |
| 30D | -5.8% | +22.2% | -28.1% | -6.1% |
| 3M | -10.8% | +26.0% | -36.8% | -11.1% |
| 6M | -14.3% | +13.2% | -27.5% | -14.5% |
| YTD | -4.4% | -10.8% | +6.4% | -4.1% |
| 1Y | +4.3% | -29.9% | +34.3% | +5.4% |
| All | +102.6% | +58.5% | +44.1% | +99.8% |
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