+58.9%
IBIT vs HAS
+166.0%
-107.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.7% | -3.0% | -1.7% |
| 7D | -2.4% | +2.2% | -4.5% | -2.8% |
| 30D | -9.1% | +29.6% | -38.7% | -14.0% |
| 3M | +15.0% | +30.3% | -15.3% | +8.5% |
| 6M | -6.9% | +25.6% | -32.5% | -11.7% |
| YTD | -14.8% | +50.8% | -65.6% | -23.2% |
| 1Y | -28.1% | +63.0% | -91.1% | -36.7% |
| All | +58.9% | +166.0% | -107.0% | +10.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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