-32.3%
IBIT vs HCA
+2.1%
-34.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.1% | -1.2% | -1.4% |
| 7D | -5.8% | +2.9% | -8.7% | -5.9% |
| 30D | +21.5% | +2.4% | +19.2% | +21.3% |
| 3M | +24.5% | +13.0% | +11.5% | +24.5% |
| 6M | +10.0% | -21.4% | +31.4% | +10.5% |
| YTD | -12.0% | -9.5% | -2.6% | -11.7% |
| 1Y | -32.3% | +7.5% | -39.8% | -32.9% |
| All | -32.3% | +2.1% | -34.5% | -32.9% |
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