+69.8%
IBIT vs HIG
+76.4%
-6.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.2% | -1.3% | -2.1% |
| 7D | +3.0% | +0.3% | +2.7% | +3.0% |
| 30D | +23.1% | -3.2% | +26.3% | +24.1% |
| 3M | +25.6% | +9.1% | +16.4% | +22.0% |
| 6M | +9.1% | -1.8% | +10.9% | +9.6% |
| YTD | -8.9% | +1.8% | -10.7% | -9.7% |
| 1Y | -27.5% | +4.6% | -32.0% | -29.0% |
| All | +69.8% | +76.4% | -6.5% | +30.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling