+64.0%
IBIT vs HL
+371.5%
-307.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.0% | +2.6% | -0.7% |
| 7D | -5.8% | -5.6% | -0.1% | -4.8% |
| 30D | +21.5% | +12.7% | +8.8% | +18.9% |
| 3M | +24.5% | +42.5% | -18.0% | +16.8% |
| 6M | +10.0% | -9.0% | +19.0% | +9.9% |
| YTD | -12.0% | +4.4% | -16.4% | -14.7% |
| 1Y | -32.3% | +82.7% | -115.0% | -40.2% |
| All | +64.0% | +371.5% | -307.4% | +10.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HL.
Daily Out/Under-Performance
Portfolio return minus HL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HL 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded HL 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling