+69.8%
IBIT vs HAS
+103.5%
-33.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -1.9% | -2.3% |
| 7D | +3.0% | -1.8% | +4.8% | +3.4% |
| 30D | +23.1% | +2.3% | +20.8% | +22.4% |
| 3M | +25.6% | +10.4% | +15.2% | +22.4% |
| 6M | +9.1% | -3.2% | +12.4% | +9.3% |
| YTD | -8.9% | +15.4% | -24.3% | -13.1% |
| 1Y | -27.5% | +18.8% | -46.3% | -31.5% |
| All | +69.8% | +103.5% | -33.7% | +24.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling