+56.5%
IBIT vs HAS
+167.9%
-111.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.7% | -2.3% | -1.7% |
| 7D | -5.4% | +3.3% | -8.6% | -6.0% |
| 30D | -10.5% | +30.5% | -41.0% | -15.4% |
| 3M | +15.0% | +29.9% | -14.8% | +8.7% |
| 6M | -8.3% | +26.5% | -34.8% | -13.1% |
| YTD | -16.1% | +51.9% | -68.0% | -24.5% |
| 1Y | -30.8% | +60.9% | -91.7% | -38.8% |
| All | +56.5% | +167.9% | -111.4% | +8.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling