+64.4%
IBIT vs DHI
-7.4%
+71.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.7% | -1.5% | -0.1% |
| 7D | -3.2% | -3.4% | +0.2% | -2.7% |
| 30D | +22.0% | -5.4% | +27.4% | +23.0% |
| 3M | +21.4% | -10.4% | +31.9% | +23.3% |
| 6M | +9.2% | -2.8% | +12.0% | +8.8% |
| YTD | -11.8% | -3.4% | -8.4% | -12.8% |
| 1Y | -32.7% | -22.9% | -9.8% | -29.9% |
| All | +64.4% | -7.4% | +71.8% | +58.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling