+64.0%
IBIT vs DHI
-9.0%
+73.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.4% | +1.0% | -1.0% |
| 7D | -5.8% | -6.1% | +0.4% | -4.8% |
| 30D | +21.5% | -10.1% | +31.6% | +23.6% |
| 3M | +24.5% | -7.3% | +31.8% | +25.6% |
| 6M | +10.0% | -6.1% | +16.1% | +10.2% |
| YTD | -12.0% | -5.0% | -7.0% | -12.8% |
| 1Y | -32.3% | -22.1% | -10.2% | -29.8% |
| All | +64.0% | -9.0% | +73.0% | +58.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling