+66.7%
IBIT vs HBM
+444.2%
-377.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +5.8% | -7.6% | -3.1% |
| 7D | +1.4% | +7.4% | -5.9% | -0.2% |
| 30D | +20.6% | +5.1% | +15.6% | +19.2% |
| 3M | +23.7% | +11.1% | +12.6% | +20.1% |
| 6M | +15.0% | +30.2% | -15.2% | +6.9% |
| YTD | -10.6% | +46.2% | -56.8% | -19.5% |
| 1Y | -30.3% | +120.0% | -150.4% | -42.5% |
| All | +66.7% | +444.2% | -377.5% | +4.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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