-30.3%
IBIT vs HAL
+70.0%
-100.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.7% | -1.1% | -1.8% |
| 7D | +1.4% | +0.5% | +1.0% | +1.4% |
| 30D | +20.6% | +15.9% | +4.7% | +18.6% |
| 3M | +23.7% | -8.7% | +32.4% | +25.9% |
| 6M | +15.0% | +9.0% | +6.0% | +11.7% |
| YTD | -10.6% | +32.0% | -42.6% | -17.1% |
| 1Y | -30.3% | +72.5% | -102.8% | -36.8% |
| All | -30.3% | +70.0% | -100.4% | -36.8% |
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