+64.0%
IBIT vs HALO
+212.6%
-148.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.4% |
| 7D | -5.8% | -3.4% | -2.4% | -5.5% |
| 30D | +21.5% | +4.3% | +17.3% | +21.2% |
| 3M | +24.5% | +51.8% | -27.3% | +20.9% |
| 6M | +10.0% | +57.8% | -47.8% | +6.3% |
| YTD | -12.0% | +59.0% | -71.0% | -14.8% |
| 1Y | -32.3% | +41.2% | -73.5% | -34.1% |
| All | +64.0% | +212.6% | -148.6% | +55.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HALO.
Daily Out/Under-Performance
Portfolio return minus HALO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HALO 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 10y: compounded portfolio wealth divided by compounded HALO 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…
10y analysis · Full analysis span regression · 6 months rolling