-11.9%
IBIT vs DHR
+39.6%
-51.4%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.3% | -3.1% | -4.3% |
| 7D | -6.2% | +2.6% | -8.8% | -6.5% |
| 30D | -14.4% | +4.2% | -18.5% | -14.4% |
| 3M | +12.5% | +13.0% | -0.6% | +11.8% |
| 6M | -11.9% | +40.2% | -52.1% | -12.5% |
| All | -11.9% | +39.6% | -51.4% | -12.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling