+66.7%
IBIT vs HL
+381.8%
-315.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.1% | -0.8% | -1.7% |
| 7D | +1.4% | +7.1% | -5.6% | +0.2% |
| 30D | +20.6% | +21.4% | -0.8% | +16.5% |
| 3M | +23.7% | +37.4% | -13.8% | +16.7% |
| 6M | +15.0% | +0.4% | +14.6% | +13.1% |
| YTD | -10.6% | +6.7% | -17.3% | -13.7% |
| 1Y | -30.3% | +102.4% | -132.7% | -39.5% |
| All | +66.7% | +381.8% | -315.1% | +11.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling