+66.7%
IBIT vs HIG
+72.9%
-6.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.0% | +0.1% | -1.4% |
| 7D | +1.4% | -1.1% | +2.5% | +1.8% |
| 30D | +20.6% | -4.9% | +25.5% | +22.2% |
| 3M | +23.7% | +6.8% | +16.9% | +21.1% |
| 6M | +15.0% | -1.7% | +16.7% | +15.3% |
| YTD | -10.6% | -0.2% | -10.4% | -10.9% |
| 1Y | -30.3% | +5.7% | -36.0% | -32.4% |
| All | +66.7% | +72.9% | -6.2% | +28.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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