+64.0%
IBIT vs HBAN
+44.6%
+19.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.6% | -2.0% | -1.7% |
| 7D | -5.8% | -1.9% | -3.8% | -4.9% |
| 30D | +21.5% | -5.9% | +27.4% | +24.9% |
| 3M | +24.5% | +0.2% | +24.3% | +23.6% |
| 6M | +10.0% | +6.6% | +3.4% | +5.2% |
| YTD | -12.0% | -1.7% | -10.3% | -12.8% |
| 1Y | -32.3% | -1.7% | -30.6% | -33.1% |
| All | +64.0% | +44.6% | +19.5% | +23.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HBAN.
Daily Out/Under-Performance
Portfolio return minus HBAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBAN 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 HBAN 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