+66.3%
IBIT vs HALO
+213.7%
-147.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.6% | -0.2% |
| 7D | +1.1% | -2.1% | +3.2% | +1.3% |
| 30D | +22.2% | +4.6% | +17.6% | +21.9% |
| 3M | +26.0% | +50.2% | -24.2% | +22.4% |
| 6M | +13.2% | +57.6% | -44.4% | +9.4% |
| YTD | -10.8% | +59.6% | -70.4% | -13.6% |
| 1Y | -29.9% | +41.2% | -71.1% | -31.8% |
| All | +66.3% | +213.7% | -147.4% | +57.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling