+66.7%
IBIT vs HIMS
+228.3%
-161.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HIMS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.7% | -3.5% | -2.1% |
| 7D | +1.4% | -0.9% | +2.4% | +1.5% |
| 30D | +20.6% | -10.8% | +31.5% | +22.2% |
| 3M | +23.7% | +3.7% | +20.0% | +21.5% |
| 6M | +15.0% | +79.0% | -64.0% | +2.7% |
| YTD | -10.6% | -13.2% | +2.6% | -12.3% |
| 1Y | -30.3% | -43.3% | +12.9% | -28.4% |
| All | +66.7% | +228.3% | -161.6% | +9.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HIMS.
Daily Out/Under-Performance
Portfolio return minus HIMS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIMS 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 HIMS 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