+66.7%
IBIT vs DHI
-7.0%
+73.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.0% | +1.1% | -1.4% |
| 7D | +1.4% | -2.0% | +3.5% | +1.8% |
| 30D | +20.6% | -8.3% | +29.0% | +22.3% |
| 3M | +23.7% | -3.7% | +27.4% | +23.9% |
| 6M | +15.0% | -5.4% | +20.4% | +15.1% |
| YTD | -10.6% | -3.0% | -7.6% | -11.7% |
| 1Y | -30.3% | -23.8% | -6.5% | -27.2% |
| All | +66.7% | -7.0% | +73.7% | +60.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling