+61.6%
IBIT vs HAS
+162.9%
-101.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -1.7% | -3.4% | -4.7% |
| 7D | -5.9% | 0.0% | -5.8% | -5.8% |
| 30D | -11.3% | +31.3% | -42.6% | -16.3% |
| 3M | +17.1% | +32.1% | -15.0% | +10.2% |
| 6M | -7.0% | +28.1% | -35.2% | -12.3% |
| YTD | -13.3% | +49.1% | -62.4% | -21.7% |
| 1Y | -27.0% | +60.5% | -87.5% | -35.5% |
| All | +61.6% | +162.9% | -101.3% | +12.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling