-20.7%
IBIT vs HCA
+11.2%
-31.9%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +10.3% | -7.4% | +2.4% |
| 7D | -1.8% | +10.2% | -12.0% | -2.2% |
| 30D | -6.7% | +17.4% | -24.1% | -7.3% |
| 3M | +24.6% | +27.7% | -3.1% | +23.4% |
| 6M | -0.2% | +20.0% | -20.2% | -0.3% |
| YTD | -8.7% | +10.0% | -18.7% | -9.0% |
| 1Y | -20.7% | +9.0% | -29.7% | -20.6% |
| All | -20.7% | +11.2% | -31.9% | -20.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HCA.
Daily Out/Under-Performance
Portfolio return minus HCA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HCA 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 1y: compounded portfolio wealth divided by compounded HCA 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…
1y analysis · Full analysis span regression · 6 months rolling