-20.7%
IBIT vs DHI
+9.6%
-30.3%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +8.1% | -5.2% | +2.9% |
| 7D | -1.8% | +9.8% | -11.5% | -1.7% |
| 30D | -6.7% | +17.8% | -24.5% | -6.5% |
| 3M | +24.6% | +4.7% | +19.9% | +24.4% |
| 6M | -0.2% | +10.0% | -10.2% | -0.3% |
| YTD | -8.7% | +10.0% | -18.7% | -11.3% |
| 1Y | -20.7% | +9.1% | -29.8% | -23.9% |
| All | -20.7% | +9.6% | -30.3% | -23.9% |
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