+56.5%
IBIT vs HBM
+311.9%
-255.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.7% | +2.2% | -0.7% |
| 7D | -5.4% | +2.4% | -7.8% | -6.0% |
| 30D | -10.5% | -16.0% | +5.5% | -7.1% |
| 3M | +15.0% | -21.3% | +36.4% | +20.8% |
| 6M | -8.3% | -12.2% | +3.9% | -7.0% |
| YTD | -16.1% | +10.7% | -26.7% | -19.9% |
| 1Y | -30.8% | +30.3% | -61.1% | -36.3% |
| All | +56.5% | +311.9% | -255.4% | +4.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling