+116.4%
HPE vs IBIT
-23.0%
+139.5%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +2.9% | -8.6% | -6.2% |
| 7D | -17.0% | -1.8% | -15.2% | -16.7% |
| 30D | -26.7% | -6.7% | -20.1% | -25.8% |
| 3M | -4.1% | +24.6% | -28.7% | -8.0% |
| 6M | +75.4% | -0.2% | +75.6% | +75.4% |
| YTD | +111.0% | -8.7% | +119.7% | +111.8% |
| 1Y | +116.4% | -20.7% | +137.2% | +125.9% |
| All | +116.4% | -23.0% | +139.5% | +125.9% |
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