+123.5%
HPE vs IBIT
-28.8%
+152.3%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +1.3% | +3.5% | +4.6% |
| 7D | +0.3% | -6.8% | +7.1% | +1.9% |
| 30D | -28.6% | -9.9% | -18.7% | -26.9% |
| 3M | -7.4% | +17.5% | -24.9% | -9.7% |
| 6M | +63.7% | -9.1% | +72.8% | +67.2% |
| YTD | +111.7% | -14.9% | +126.6% | +115.2% |
| 1Y | +123.5% | -27.6% | +151.1% | +137.0% |
| All | +123.5% | -28.8% | +152.3% | +137.0% |
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