-32.3%
IBIT vs HL
+95.3%
-127.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.0% | +2.6% | -0.6% |
| 7D | -5.8% | -5.6% | -0.1% | -4.7% |
| 30D | +21.5% | +12.7% | +8.8% | +18.6% |
| 3M | +24.5% | +42.5% | -18.0% | +16.4% |
| 6M | +10.0% | -9.0% | +19.0% | +9.1% |
| YTD | -12.0% | +4.4% | -16.4% | -14.8% |
| 1Y | -32.3% | +82.7% | -115.0% | -36.0% |
| All | -32.3% | +95.3% | -127.6% | -36.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling