+66.3%
IBIT vs HCA
+52.1%
+14.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.9% | -5.2% | +0.1% |
| 7D | +1.1% | +4.9% | -3.8% | +1.4% |
| 30D | +22.2% | +1.9% | +20.4% | +22.3% |
| 3M | +26.0% | +12.7% | +13.3% | +27.4% |
| 6M | +13.2% | -22.3% | +35.5% | +10.5% |
| YTD | -10.8% | -9.3% | -1.5% | -11.1% |
| 1Y | -29.9% | +2.7% | -32.7% | -28.9% |
| All | +66.3% | +52.1% | +14.2% | +78.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling