+151.8%
HPE vs IBIT
-30.9%
+182.7%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.2% | +5.3% | +5.2% |
| 7D | +13.6% | +1.1% | +12.5% | +13.4% |
| 30D | +7.7% | +22.2% | -14.5% | +3.1% |
| 3M | +22.4% | +26.0% | -3.7% | +16.4% |
| 6M | +172.6% | +13.2% | +159.4% | +162.0% |
| YTD | +147.5% | -10.8% | +158.3% | +151.3% |
| 1Y | +151.8% | -29.9% | +181.7% | +186.0% |
| All | +151.8% | -30.9% | +182.7% | +186.0% |
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