+105.1%
WMT vs IBIT
+61.9%
+43.2%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.4% | +1.2% | -1.1% |
| 7D | +3.9% | +3.0% | +0.9% | +3.9% |
| 30D | -4.4% | +23.1% | -27.5% | -4.7% |
| 3M | -8.8% | +25.6% | -34.4% | -9.2% |
| 6M | -15.6% | +9.1% | -24.8% | -15.7% |
| YTD | -3.2% | -8.9% | +5.7% | -3.0% |
| 1Y | +7.0% | -27.5% | +34.5% | +8.0% |
| All | +105.1% | +61.9% | +43.2% | +102.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling