+61.0%
IBIT vs HAL
-1.2%
+62.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | -0.1% | -0.3% |
| 7D | -1.1% | -12.0% | +10.9% | +1.5% |
| 30D | -9.2% | +0.3% | -9.5% | -9.4% |
| 3M | +17.5% | -1.6% | +19.1% | +17.4% |
| 6M | -7.2% | -20.5% | +13.3% | -2.8% |
| YTD | -13.6% | +14.2% | -27.9% | -18.5% |
| 1Y | -25.1% | +18.9% | -44.0% | -30.1% |
| All | +61.0% | -1.2% | +62.2% | +64.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling