+238.2%
HPE vs IBIT
+61.9%
+176.3%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.4% | -2.1% | -3.9% |
| 7D | -0.6% | +3.0% | -3.6% | -1.3% |
| 30D | -2.3% | +23.1% | -25.4% | -7.4% |
| 3M | -2.9% | +25.6% | -28.4% | -8.4% |
| 6M | +143.6% | +9.1% | +134.4% | +136.1% |
| YTD | +118.5% | -8.9% | +127.4% | +120.5% |
| 1Y | +129.2% | -27.5% | +156.7% | +145.3% |
| All | +238.2% | +61.9% | +176.3% | +188.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling