+210.0%
HPE vs IBIT
+51.5%
+158.5%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.3% | +7.5% | +6.5% |
| 7D | -7.1% | -2.4% | -4.8% | -6.5% |
| 30D | -35.3% | -9.1% | -26.2% | -33.6% |
| 3M | -10.4% | +15.0% | -25.4% | -13.7% |
| 6M | +52.5% | -6.9% | +59.4% | +54.3% |
| YTD | +100.3% | -14.8% | +115.0% | +105.4% |
| 1Y | +106.4% | -28.1% | +134.5% | +121.4% |
| All | +210.0% | +51.5% | +158.5% | +169.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling