+227.6%
HPE vs IBIT
+51.2%
+176.4%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +1.3% | +3.5% | +4.5% |
| 7D | +0.3% | -6.8% | +7.1% | +2.3% |
| 30D | -28.6% | -9.9% | -18.7% | -26.5% |
| 3M | -7.4% | +17.5% | -24.9% | -11.2% |
| 6M | +63.7% | -9.1% | +72.8% | +66.8% |
| YTD | +111.7% | -14.9% | +126.6% | +117.2% |
| 1Y | +123.5% | -27.6% | +151.1% | +139.2% |
| All | +227.6% | +51.2% | +176.4% | +184.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling