-27.5%
IBIT vs DHI
-16.9%
-10.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.1% | -1.3% | -2.4% |
| 7D | +3.0% | -3.1% | +6.2% | +3.1% |
| 30D | +23.1% | -5.5% | +28.6% | +23.2% |
| 3M | +25.6% | -2.2% | +27.8% | +25.3% |
| 6M | +9.1% | -6.0% | +15.1% | +7.8% |
| YTD | -8.9% | 0.0% | -8.9% | -11.6% |
| 1Y | -27.5% | -18.2% | -9.2% | -22.0% |
| All | -27.5% | -16.9% | -10.6% | -22.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 DHI 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