+3.4%
HD vs IBIT
+53.5%
-50.1%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +20.9% |
| 3M | -1.0% | +17.5% | -18.5% | -2.2% |
| 6M | +7.9% | -7.2% | +15.1% | +8.3% |
| YTD | +2.0% | -13.6% | +15.6% | +2.6% |
| 1Y | -4.3% | -25.1% | +20.8% | -2.7% |
| All | +3.4% | +53.5% | -50.1% | -4.7% |
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 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