-30.0%
IBIT vs HAL
+28.0%
-57.9%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +3.1% | -6.6% | -3.7% |
| 7D | -9.2% | +6.1% | -15.3% | -9.6% |
| 30D | -15.8% | +2.9% | -18.7% | -16.0% |
| 3M | +8.5% | +3.3% | +5.2% | +7.9% |
| 6M | -13.7% | -16.9% | +3.2% | -11.3% |
| YTD | -21.6% | +21.2% | -42.8% | -30.0% |
| 1Y | -30.0% | +27.5% | -57.5% | -38.8% |
| All | -30.0% | +28.0% | -57.9% | -38.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 HAL 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