+46.2%
IBIT vs ALHC
-13.4%
+59.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.9% | -1.7% | -3.4% |
| 7D | -9.2% | +0.3% | -9.5% | -9.2% |
| 30D | -15.8% | -10.6% | -5.2% | -15.4% |
| 3M | +8.5% | -45.3% | +53.8% | +10.8% |
| 6M | -13.7% | -59.7% | +46.0% | -11.0% |
| YTD | -21.6% | -62.7% | +41.2% | -19.1% |
| 1Y | -30.0% | -56.1% | +26.2% | -28.3% |
| All | +46.2% | -13.4% | +59.6% | +41.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 ALHC 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