-4.3%
HD vs IBIT
-26.6%
+22.3%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.5% | -1.8% |
| 7D | +4.3% | -1.1% | +5.4% | +4.4% |
| 30D | +20.2% | -9.2% | +29.4% | +20.2% |
| 3M | -1.0% | +17.5% | -18.5% | -1.2% |
| 6M | +7.9% | -7.2% | +15.1% | +8.3% |
| YTD | +2.0% | -13.6% | +15.6% | +0.8% |
| 1Y | -4.3% | -25.1% | +20.8% | -6.5% |
| All | -4.3% | -26.6% | +22.3% | -6.5% |
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