-15.6%
WMT vs IBIT
+11.1%
-26.8%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.4% | +1.2% | -1.3% |
| 7D | +3.9% | +3.0% | +0.9% | +4.1% |
| 30D | -4.4% | +23.1% | -27.5% | -3.3% |
| 3M | -8.8% | +25.6% | -34.4% | -7.8% |
| 6M | -15.6% | +9.1% | -24.8% | -14.7% |
| All | -15.6% | +11.1% | -26.8% | -14.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling