-2.6%
HD vs IBIT
-33.0%
+30.4%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.5% | +3.6% | +0.2% |
| 7D | +1.5% | -9.2% | +10.7% | +1.6% |
| 30D | +18.0% | -15.8% | +33.8% | +18.1% |
| 3M | +2.8% | +8.5% | -5.7% | +2.6% |
| 6M | +17.0% | -13.7% | +30.7% | +17.4% |
| YTD | +3.5% | -21.6% | +25.1% | +2.3% |
| 1Y | -2.6% | -30.0% | +27.4% | -5.0% |
| All | -2.6% | -33.0% | +30.4% | -5.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling