-20.7%
IBIT vs DHR
+11.6%
-32.3%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.1% | +0.8% | +2.7% |
| 7D | -1.8% | +0.4% | -2.1% | -1.8% |
| 30D | -6.7% | +6.2% | -12.9% | -7.1% |
| 3M | +24.6% | +20.8% | +3.7% | +23.1% |
| 6M | -0.2% | +35.5% | -35.7% | -2.1% |
| YTD | -8.7% | +3.2% | -11.9% | -6.7% |
| 1Y | -20.7% | +10.7% | -31.4% | -19.2% |
| All | -20.7% | +11.6% | -32.3% | -19.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DHR.
Daily Out/Under-Performance
Portfolio return minus DHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHR 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 DHR 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