+69.8%
IBIT vs DHR
-8.0%
+77.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.6% | -0.8% | -2.1% |
| 7D | +3.0% | -3.9% | +6.9% | +3.8% |
| 30D | +23.1% | +4.0% | +19.1% | +22.3% |
| 3M | +25.6% | +11.5% | +14.1% | +22.5% |
| 6M | +9.1% | +1.9% | +7.3% | +8.8% |
| YTD | -8.9% | -8.9% | 0.0% | -6.7% |
| 1Y | -27.5% | +5.1% | -32.6% | -28.6% |
| All | +69.8% | -8.0% | +77.8% | +65.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling