+69.8%
IBIT vs HAL
+15.0%
+54.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.6% | -1.8% | -2.3% |
| 7D | +3.0% | +2.9% | +0.1% | +2.4% |
| 30D | +23.1% | +17.0% | +6.1% | +18.8% |
| 3M | +25.6% | -9.7% | +35.2% | +28.5% |
| 6M | +9.1% | +8.6% | +0.5% | +5.8% |
| YTD | -8.9% | +33.0% | -41.9% | -16.5% |
| 1Y | -27.5% | +68.3% | -95.8% | -38.0% |
| All | +69.8% | +15.0% | +54.8% | +68.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling