+58.6%
IBIT vs DHR
+4.5%
+54.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.7% | +1.4% |
| 7D | -6.8% | +0.2% | -7.0% | -6.8% |
| 30D | -9.9% | +6.4% | -16.2% | -10.9% |
| 3M | +17.5% | +13.6% | +3.9% | +14.5% |
| 6M | -9.1% | +41.9% | -51.0% | -15.9% |
| YTD | -14.9% | +3.4% | -18.3% | -15.1% |
| 1Y | -27.6% | +9.9% | -37.5% | -28.9% |
| All | +58.6% | +4.5% | +54.1% | +50.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling