+66.7%
IBIT vs DHR
-9.0%
+75.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.2% | -0.7% | -1.6% |
| 7D | +1.4% | -0.8% | +2.3% | +1.6% |
| 30D | +20.6% | +0.2% | +20.4% | +20.6% |
| 3M | +23.7% | +12.1% | +11.6% | +20.5% |
| 6M | +15.0% | +5.4% | +9.6% | +13.5% |
| YTD | -10.6% | -10.0% | -0.6% | -8.2% |
| 1Y | -30.3% | +4.1% | -34.4% | -31.3% |
| All | +66.7% | -9.0% | +75.7% | +62.8% |
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