+61.0%
IBIT vs ALHC
-13.6%
+74.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.9% | +2.6% | -0.2% |
| 7D | -1.1% | +1.0% | -2.1% | -1.1% |
| 30D | -9.2% | -14.2% | +5.0% | -8.7% |
| 3M | +17.5% | -45.1% | +62.7% | +19.9% |
| 6M | -7.2% | -59.5% | +52.4% | -4.3% |
| YTD | -13.6% | -62.8% | +49.2% | -10.9% |
| 1Y | -25.1% | -55.5% | +30.4% | -23.3% |
| All | +61.0% | -13.6% | +74.7% | +56.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling